Washington Trust Wealth Management

With the sunsetting of the Tax Cuts and Jobs Act (TCJA) looming in 2025, it's an ideal time to review your wealth strategy to take advantage of lower tax brackets while you can: ?? https://ow.ly/u6O950U2BeU ___________________ What we value is you.? #WashTrustWealth #FinancialPlanning #Taxes #TaxPlanning #Retirement

Moderating inflation and the start of a Fed funds easing cycle, so what does that mean for investors? ?? https://ow.ly/JzCz50TSTxG ___________________ What we value is you.? #WashTrustWealth #EconomicOutlook #FinancialMarket

When you experience life events that affect your finances, it’s important to discuss them with your wealth manager so that together you can decide whether to bring in a tax expert to take advantage of tax planning opportunities … before it’s too late. ?? https://ow.ly/3y6Q50TNZku ___________________ What we value is you.? #WashTrustWealth #FinancialPlanning #Taxes #TaxPlanning

Washington Trust Wealth Management cordially invites you and a guest for cocktails and hors d’oeuvres at "After the Bell at Washington Trust". An afternoon designed exclusively for professional advisors, featuring a Financial Market Outlook presented by Peter R. Phillips, CFA?, CAIA. Senior Vice President & Chief Investment Officer Washington Trust Wealth Management. Thursday, October 24, 2024 5:00-6:30 pm Washington Trust, 236 County Road, Barrington, RI Please R.S.V.P. to Michael Eadie at [email protected] by October 18th. ?? www.washtrustwealth.com ___________________ What we value is you.? #WashTrustWealth #AftertheBell

Washington Trust Wealth Management cordially invites you and a guest for cocktails and hors d’oeuvres at "After the Bell at Washington Trust". An afternoon designed exclusively for professional advisors, featuring a Financial Market Outlook presented by Peter R. Phillips, CFA?, CAIA. Senior Vice President & Chief Investment Officer Washington Trust Wealth Management. Thursday, October 24, 2024 5:00-6:30 pm Washington Trust, 236 County Road, Barrington, RI Please R.S.V.P. to Michael Eadie at [email protected] by October 18th. ?? www.washtrustwealth.com ___________________ What we value is you.? #WashTrustWealth #AftertheBell

Charitable giving isn’t just about making a donation or getting a tax break; it’s about transforming lives—including yours. When you give, you reap physical, emotional, and social rewards that go far beyond the value of the gift itself: ?? https://ow.ly/iq3A50TCGkw ___________________ What we value is you.? #WashTrustWealth #FinancialPlanning #Retirement #CharitableGiving

Managing your wealth is more than just growing your portfolio. You also need to balance your cash management strategy with a solid emergency reserve and ensure that your investments align with your short-, medium-, and long-term goals. Here’s what you need to know: ?? https://ow.ly/SZ1F50Tqw06 ___________________ What we value is you.? #WashTrustWealth #CashManagement #FinancialPlanning #Retirement

When it comes to charitable giving, there is more than one way to give—and what works for someone else may not be the best choice for you. We’ll help you explore the advantages and disadvantages of your available options and why you may want to choose one over the other: ?? https://ow.ly/WW1j50TgVGB ___________________ What we value is you.? #WashTrustWealth #FinancialPlanning #Retirement #TaxPlanning #Charitablegiving

With the fall fundraising season approaching, now is the time to choose a charitable giving vehicle that makes the most of your philanthropic dollars. We’ll help you explore the advantages and drawbacks of your available options. ?? https://ow.ly/atf650T7YWn ___________________ What we value is you.? #WashTrustWealth #FinancialPlanning #Retirement #TaxPlanning #Charitablegiving

Did You Inherit an IRA? Our Wealth Advisors give you the “need to know” answers to the most commonly asked questions about inherited IRAs: ?? https://ow.ly/Bnp250SUaJq __________________ What we value is you.? #WashTrustWealth #Inheritance #TaxPlanning #FinancialPlanning