Business Details
Your Trusted Partner for Holistic Wealth Management Solutions
Lighthouse Financial has been delivering client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for over a century. Our holistic approach integrates customized financial planning, comprehensive investment management, and full trust services, supported by a team of more than 90 credentialed professionals. Through strategic acquisitions since 2000, including Phoenix Investment Management, Weston Financial Group, Halsey Associates, and Lighthouse Financial Management, we have built one of New Englands premier boutique advisory groups.Our ethical code mandates acting in clients best interests at all times, backed by a 225-year-old parent company recognized by Forbes as one of Americas 50 Most Trustworthy Financial Companies. We combine local, personalized service with expertise in wealth preservation, growth, risk management, and legacy planning, holding credentials such as CFP, CFA, CTFA, CPA, and MBA designations.
Services
Financial Planning
Investment Management
Fiduciary Services
Liquidity Solutions
Trust Services
Highlights and features
- We have over 90 credentialed professionals with CFP, CFA, and CPA designations.
- Our 225-year-old parent company is recognized as one of Americas Most Trustworthy Financial Companies.
- We offer customized portfolios aligned with personal needs for wealth preservation and growth.
- Our local, personalized touch combines with expertise in behavioral personal finance and tax planning.
- We employ tested fiduciary strategies to sustain financial plans across multiple generations.
Services
Financial Planning
We create collaborative financial plans tailored to individual goals, addressing wealth preservation, risk management, and legacy planning. Our advisors combine personalized insights with behavioral finance expertise to develop actionable strategies. Clients benefit from coordinated solutions that adapt to life changes while maintaining alignment with long-term objectives.
Investment Management
Customized investment portfolios are constructed based on clients risk tolerance and financial goals. We utilize proprietary research and third-party managers to optimize returns while maintaining disciplined risk controls. Our approach emphasizes diversification, tax efficiency, and regular performance reviews to ensure strategies remain aligned with evolving market conditions.
Fiduciary Services
We provide fiduciary solutions for estate and legacy planning, including trust administration and charitable giving strategies. Our team specializes in multi-generational wealth transfer and complex asset management. Clients receive guidance on minimizing tax liabilities while fulfilling their philanthropic and family financial objectives through structured, compliant frameworks.
Liquidity Solutions
Our liquidity solutions optimize short-term financial resources through strategic cash management and credit utilization. We design systems to support daily expenses, major purchases, and emergency reserves while maintaining investment strategy integrity. Clients gain tools to balance immediate needs with long-term wealth growth objectives efficiently.
Trust Services
We offer comprehensive trust services to protect assets and ensure seamless wealth transfer across generations. Our experts guide clients through trust creation, administration, and compliance requirements. Solutions include revocable and irrevocable trusts, charitable remainder trusts, and specialized planning for unique assets or family dynamics.
People
Kathleen Ryan
Executive Vice President and Chief Wealth Management Officer
Leads Lighthouse Financials strategic vision, integrating acquired firms expertise to enhance client services. With decades of industry experience, she emphasizes ethical advisory practices and personalized wealth solutions while overseeing a team of credentialed professionals across New England.
Questions
What services does Washington Trust Wealth Management offer?
We provide financial planning, investment management, fiduciary services, liquidity solutions, and trust services tailored to individuals, families, and institutions.
How do you personalize financial strategies for clients?
We combine behavioral finance insights with customized portfolio construction and multi-generational planning to align strategies with each client’s unique goals and risk profiles.
In which states do you operate?
We serve clients in Rhode Island, Massachusetts, and Connecticut through local offices and a team familiar with regional financial landscapes.
What credentials do your advisors hold?
Our team includes professionals with CFP, CFA, CTFA, CPA, and MBA designations, ensuring expertise across wealth management disciplines.
How does your firm approach fiduciary responsibilities?
We adhere to strict ethical standards, acting solely in clients’ best interests through transparent, compliant trust management and estate planning practices.
Can you assist with legacy and charitable giving plans?
Yes, we specialize in creating structured fiduciary strategies for multi-generational wealth transfer and charitable remainder trusts to fulfill philanthropic goals.
