Personal Business Private Wealth Management About Search Login WTB Investment Services WTB Investment Services Securities provided by Cetera Investment Services LLC Washington Trust Bank has built its legacy of service on being the best at understanding and meeting the financial needs of our clients, and we at WTB Investment Services proudly live this mission every day. Our promise to our clients and prospective clients is that they’ll always work with someone who cares, and someone they can trust. As registered representatives, we take the time to get to know each individual and their goals, helping them pursue clarity in investing. Who Should Seek Advice? WTB Investment Services offers solutions and advice to anyone seeking guidance for new or current investments. We’ll help you take stock of your unique financial circumstances and work closely with you to learn about your future goals. After we’ve asked all the right questions, we’ll offer creative, personalized solutions that fit you, and we’ll share our knowledge and experience to help you make the final decision best for your needs. We’re proud of the work we do and the relationships we build. When you work with us, your goals become our goals. WTB Investment Services Specialties: Retirement planning Mutual Funds Stocks / Bonds Life / Long-Term Care Insurance Annuities Brokerage services Fee-based planning Education funding (529 or Coverdell) Individual retirement accounts (IRAs) Before advocating any products, we’ll help you make a comprehensive review of your individual financial situation to ensure that a particular solution is right for you. Our investing philosophy is built on transparency and research. We won’t make the decisions for you; we’ll give you the tools and confidence you need to decide what’s right for you. Partnering with WTB Investment Services If you’re looking for a trustworthy partner who’ll be with you every step of the financial planning process, we’re ready for a conversation. Please call WTB Investment Services at 800.927.0023, where you can speak with one of our team’s registered representatives. Investment Representatives Investment Calculators Future Investment Worth Future Value Worth Today Investment Yield Portfolio Yield Services Commercial Banking Private Banking Wealth Management WTB Investment Services Personal Banking Home Loans Small Business Tools & Resources WTB Online Help Security & Fraud Prevention Calculators Mortgage Help Provide Feedback WTB Blog & E-Newsletters Sign Up WTB Blog 800.788.4578 Contact Us Locations Find a Banker LinkedIn Twitter Facebook Instagram YouTube You should know: Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affiliated with the financial Institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. NOT A DEPOSIT ǀ NOT FDIC/NCUSIF INSURED ǀ NOT INSURED BY FEDERAL GOVERNMENT AGENCY ǀ NOT GUARANTEED BY THE BANK ǀ MAY LOSE VALUE Registered Office: 717 W. Sprague Avenue Spokane WA, 99201 CHECK THE BACKGROUND OF INVESTMENT PROFESSIONALS ON FINRA'S BROKERCHECK. FOR MORE INFORMATION ABOUT SPECIFIC INVESTMENT PRODUCTS, CALL US AT 800.927.0023. FINRA SIPC Cetera Investment Services LLC Cetera Privacy Policy Cetera Important Information