11-05-22 Washing Trust Company-Wealth Management - The 95.9 Company Break

In this weeks 95.9 Company Break program Mike talks with Kimberly McCarthy Senior Vice President and Lauren Drury VP of Washington Trust Company-Wealth Management. Living your life well, planning your family’s future, and establishing your legacy are goals you set. Their holistic approach to wealth combines financial planning, investment management, banking, and lending to help you get there. The best financial plans are collaborative, comprehensive, and coordinated — designed to help meet your immediate needs, prepare for the future, and minimize risks. Working together, they will craft a plan, based on your unique goals, that will be a roadmap for your entire wealth story. A sound and thoughtful investment strategy is core to realizing your wealth story. Your customized portfolio is constructed around your personal needs for wealth preservation, growth, risk management, and access to liquidity. As your life story evolves, complex and often emotional decisions are required to protect your family and support the causes you care about deeply. Washington Trust Company can help you employ tested fiduciary strategies so your financial plan can be sustained over multiple generations. For more information call 800-582-1076 or visit www.washtrustwealth.com