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Weston Financial
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Summary
location iconWellesley, Massachusetts
website
company sizeCompany size: 11-50
aumAUM: Up to $2B

Weston Financial Group, Inc. is a wholly-owned subsidiary of The Washington Trust Company, of Westerly, a Rhode Island bank which is owned by Washington Trust Bancorp, Inc. Weston Financial Group, Inc. is an SEC registered investment adviser founded in 1979. Weston Financial Group, Inc. wealth management, financial planning services, individual portfolio management, model portfolios, independent third-party money manager selection programs, and portfolio management for institutional and high-net worth clients.

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