Our Firm

Weston Financial was founded in 1979 to assist the affluent in managing their financial affairs. We serve our clients by combining deep experience and technical expertise in the areas of investment management, retirement planning, estate planning, and tax and risk management, in a word Wealth Management.

Weston at a Glance

• Established in 1979
• Office located in Wellesley, Massachusetts
• Approximately $1.5 billion under management
• Clients include professionals, senior executives, entrepreneurs and venture capitalists
• Eight client service teams serving approximately 1,200 clients
• Employees include 30 professionals and staff members, including JDs, CPAs, MBAs, CFPs, CFAs, and registered investment advisors
• Fee-based wealth management and an open platform of best-of-breed asset management services
• A division of Washington Trust Wealth Management
• Wholly-owned subsidiary of  The Washington Trust Company since 2005
• The Washington Trust Company is a subsidiary of Washington Trust Bancorp Inc. , a financial holding company traded on the Nasdaq market under the symbol "WASH"

Our Philosophy

Your wealth was created through a combination of hard work, perseverance, preparation, and decisive action. Now that you have it, your wealth should be managed with the same discipline as it was created. At Weston Financial wealth management rests on four proven principals:

1. Wealth Preservation is of utmost importance
2. Effective decisions are made in the context of a Financial Plan
3. Risk can be evaluated and must be managed
4. Continuous review is required in a rapidly changing world

Since markets have been tracked, they have been volatile. In the United States recessions typically occur on average every six years and Presidential elections occur on a regular basis, but their outcomes and resulting policies are anything but predictable. In a world of constant change Weston Financial believes that the one constant must be the Preservation of Wealth.

Financial Planning is a disciplined process of creating the necessary context for decisive action. By aligning your goals and your resources, you will be able to discern the possible from the improbable and to adopt a risk management strategy necessary to achieve your objectives with confidence.

Risk has and will always be with us but it must be evaluated and then systematically managed. Risk Management results in financial planning strategies that are designed to avoid, transfer, reduce and consciously accept risks and their consequences so that your goals will be achieved while undertaking the least amount of risk possible.

Risk management and your financial plan must be under Continuous Review From Every Angle. Your wealth was not created by accident and its management can not be left to chance.

Great decisions are made in the context of a plan and strategy comes before tactics. A single perspective is not enough. At Weston Financial, we look at your financial affairs from every angle.

The only constant is change. Your goals and needs change over time as does the economic, investment and political environments in which we live. At Weston Financial we make the necessary adjustments to your portfolio and your plan to ensure it keeps pace in a rapidly changing world.

Our Professionals

Weston professionals have specialized in wealth management for nearly 30 years, working with thousands of affluent families. We have professional degrees ranging from attorneys with Masters of Taxation to MBAs, CPAs, CFAs, and licensed investment advisors.

Experience counts. We have worked with families through every passage of their lives. We know what to expect and we plan for different outcomes.

Wayne M. Grzecki - Managing Director, President and Chief Operating Officer
Ronald A. Sugameli - Managing Director, Chief Investment Officer
Maria A. Staffiere - Managing Director
Kerry P. Falco - Managing Director
William J. Walsh - Director and Planning Officer
Susan K. Arnold - Vice President & Senior Financial Counselor
Matthew D. Biggar - Vice President & Financial Counselor
Andre M. Fernandes - Vice President & Financial Counselor
Nicole M. Tremblay - Vice President & Chief Compliance Officer
Christopher S. Nardone - Vice President & Associate Compliance Officer

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER^TM Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements. 
 

Career Opportunities

Weston Financial offers employees competitive compensation, including a base salary, participation in an annual employee bonus pool, 401k match, health and life benefits, vacation/holiday, and a tuition reimbursement program. We are committed to workforce diversity and equal opportunity.