Washington Trust Wealth Management

Staley Capital, based in Wellesley Hills, MA, specializes in investing in disruptive and growing consumer brands across various sectors, including beauty, food, and wellness. Their portfolio features innovative companies such as Kosas Cosmetics and Once Upon A Farm, which prioritize clean ingredients and nutritious offerings, reshaping their respective markets. With a focus on brands that embody sustainable and health-conscious practices, Staley Capital also supports companies like Banza and Tatcha, known for their unique approaches to food and skincare. Their investment strategy is aimed at fostering growth in companies that are not only profitable but also promote a positive lifestyle and consumer experience. Generated from the website

F.L.Putnam Investment Management Company is an independent firm that provides a comprehensive range of personalized investment management services. We are registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Our offices are located in Wellesley, Massachusetts and Portland, Maine. We have a nationally-diversified clientele including individuals, families, foundations, religious organizations, endowments, unions and other institutions. Every client portfolio is a separate account and is customized to meet the exact requirements of each client Our portfolio managers have many decades of combined investment industry experience through all types of market conditions

Wells Fargo Advisors, operating under Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC, offers a wide range of investment and financial planning services designed to meet individual and business goals. Their offerings include traditional and Roth IRAs, college savings plans, and various advisory services, all aimed at helping clients navigate their financial futures. With a focus on personalized strategies, Wells Fargo Advisors connects clients with dedicated financial advisors who assist in areas such as estate planning, retirement funding, and scam prevention. The firm also provides insights into market trends and investment strategies, ensuring that clients are informed and prepared to make sound financial decisions. Generated from the website