This week's guests on The 95.9 Company Break are Mary Noons, Washington Trust President and COO, and Lauren Drury, VP and Chief Fiduciary Officer, Washington Trust Wealth Management. Age with Wisdom™ is Washington Trust’s new initiative designed to support customers as they navigate the financial transitions that come with aging. It brings together our banking, lending, and wealth management teams to offer coordinated, personalized support. We created it to meet a growing need in our communities for trusted guidance—whether it’s organizing finances, planning for care, or protecting loved ones from fraud.
It offers practical, expert-based services like helping customers create an inventory of financial accounts, adding a power of attorney as a view-only user, ensuring beneficiaries are designated to avoid probate, and exploring home equity or reverse mortgage options to support aging in place. We also work with attorneys, accountants, healthcare providers, and residential care partners to create plans. And although it’s really about planning, we can provide guidance when unexpected situations happen -and they do.
For more information on Washington Trust, visit www.washtrust.com