WTB Investment Services

At Washington Trust Bank, our WTB Investment Services is committed to understanding and meeting the unique financial needs of our clients. We have built a legacy of exceptional service, and our dedicated team at WTB Investment Services proudly upholds this mission every day.

Our promise to our clients, both current and prospective, is that they will always work with someone who genuinely cares and can be trusted. As registered representatives, we take the time to develop a deep understanding of each individual and their financial goals, guiding them towards clarity in their investment journey.

WTB Investment Services provides solutions and advice to anyone seeking guidance for new or existing investments. We believe in taking stock of each client's specific financial circumstances and working closely with them to learn about their future aspirations. By asking the right questions, we offer creative and personalized solutions tailored to their needs. We share our knowledge and experience to help clients make informed decisions that align with their financial objectives.

We take pride in the work we do and the relationships we build. When you choose to work with WTB Investment Services, your goals become our goals. We are dedicated to helping you achieve financial success and strive to be your trusted partner throughout your investment journey.

WTB Investment Services specializes in a range of areas, including retirement planning, mutual funds, stocks and bonds, life and long-term care insurance, annuities, brokerage services, fee-based planning, education funding (529 or Coverdell), and individual retirement accounts (IRAs). Before advocating any products, we conduct a comprehensive review of your individual financial situation, ensuring that any recommended solution is suitable for you. Our investing philosophy is rooted in transparency and research. Rather than making decisions on your behalf, we empower you with the tools and confidence needed to make the choices that are right for you.

Discover the personalized and comprehensive approach of WTB Investment Services. Partner with us to navigate the complexities of investing, receive tailored guidance, and gain the knowledge and confidence needed to make informed financial decisions aligned with your unique circumstances and goals.