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Helping You Realize the Life You Want to Live
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Comprehensive wealth management services for high-net-worth individuals and families |
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Experienced team of professionals with multidisciplinary expertise |
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Exceptional levels of client service for more than 30 years |
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Areas of Focus: Strategic Financial Planning, Asset Management, Income Tax and Estate Planning |
At Weston Financial, we are focused on life-centered financial planning. We believe the most important questions in life are not about money; they are about life. What gives your life meaning? What are your goals and aspirations? Your biggest concerns? Helping clients answer these questions is our passion. Because when we truly understand your life dreams, we can design a financial architecture that will make them possible.
For more than 30 years, Weston Financial has helped high-net-worth individuals and families connect their wealth to their goals and interests while providing an exceptional level of personalized service. We welcome the opportunity to help you realize the life you want to live.
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Areas of Focus
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Wealth management services offered by Weston Financial Group, Inc., a Registered Investment Advisor and a wholly owned subsidiary of The Washington Trust Company. Securities are offered through its sister company, Weston Securities Corporation, a Broker/Dealer, Member FINRA/SIPC.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area (includes Bristol, Essex, Norfolk, Middlesex, Plymouth and Suffolk counties in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 19,400 wealth managers in the area. 2,591 award candidates in the Boston area were considered for the award, of which 454 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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