Washington Trust welcomes Lighthouse Financial clients and team in strategic acquisition
Washington Trust Advisors (NASDAQ:WASH) has completed the acquisition of Lighthouse Financial Management, a Westerly-based advisory firm managing approximately $190 million in assets. The transaction, which closed on July 31, 2025, strengthens Washington Trust's wealth management division.
The acquisition brings over the entire Lighthouse Financial team, including founder Stephen C. Poplaski and key team members. Lighthouse Financial, established in 2003, specializes in investment, tax, and retirement planning services. The integration aims to enhance client services through expanded expertise in tax planning, business planning, and behavioral personal finance.
Washington Trust Advisors (NASDAQ:WASH) ha completato l'acquisizione di Lighthouse Financial Management, una societ脿 di consulenza con sede a Westerly che gestisce circa 190 milioni di dollari in asset. L'operazione, conclusa il 31 luglio 2025, rafforza la divisione di gestione patrimoniale di Washington Trust.
L'acquisizione include l'intero team di Lighthouse Financial, compreso il fondatore Stephen C. Poplaski e i membri chiave del team. Fondata nel 2003, Lighthouse Financial 猫 specializzata in servizi di investimento, pianificazione fiscale e pensionistica. L'integrazione mira a migliorare i servizi offerti ai clienti attraverso una maggiore competenza in pianificazione fiscale, pianificazione aziendale e finanza personale comportamentale.
Washington Trust Advisors (NASDAQ:WASH) ha completado la adquisici贸n de Lighthouse Financial Management, una firma de asesor铆a con sede en Westerly que administra aproximadamente 190 millones de d贸lares en activos. La transacci贸n, cerrada el 31 de julio de 2025, fortalece la divisi贸n de gesti贸n patrimonial de Washington Trust.
La adquisici贸n incluye a todo el equipo de Lighthouse Financial, incluyendo al fundador Stephen C. Poplaski y miembros clave del equipo. Lighthouse Financial, fundada en 2003, se especializa en servicios de inversi贸n, planificaci贸n fiscal y planificaci贸n de jubilaci贸n. La integraci贸n busca mejorar los servicios al cliente mediante una mayor experiencia en planificaci贸n fiscal, planificaci贸n empresarial y finanzas personales conductuales.
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Washington Trust Advisors (NASDAQ:WASH) a finalis茅 l'acquisition de Lighthouse Financial Management, une soci茅t茅 de conseil bas茅e 脿 Westerly g茅rant environ 190 millions de dollars d'actifs. La transaction, conclue le 31 juillet 2025, renforce la division gestion de patrimoine de Washington Trust.
L'acquisition inclut l'ensemble de l'茅quipe de Lighthouse Financial, y compris le fondateur Stephen C. Poplaski et les membres cl茅s de l'茅quipe. Fond茅e en 2003, Lighthouse Financial est sp茅cialis茅e dans les services d'investissement, de planification fiscale et de retraite. L'int茅gration vise 脿 am茅liorer les services clients gr芒ce 脿 une expertise accrue en planification fiscale, planification d'entreprise et finance comportementale personnelle.
Washington Trust Advisors (NASDAQ:WASH) hat die 脺bernahme von Lighthouse Financial Management abgeschlossen, einem in Westerly ans盲ssigen Beratungsunternehmen, das rund 190 Millionen US-Dollar an Verm枚genswerten verwaltet. Die Transaktion, die am 31. Juli 2025 abgeschlossen wurde, st盲rkt die Verm枚gensverwaltungsabteilung von Washington Trust.
Die 脺bernahme umfasst das gesamte Lighthouse Financial Team, einschlie脽lich des Gr眉nders Stephen C. Poplaski und wichtiger Teammitglieder. Lighthouse Financial, gegr眉ndet im Jahr 2003, ist spezialisiert auf Investment-, Steuer- und Altersvorsorgeplanung. Die Integration zielt darauf ab, den Kundenservice durch erweiterte Expertise in Steuerplanung, Unternehmensplanung und verhaltensorientierter pers枚nlicher Finanzplanung zu verbessern.
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Washington Trust Advisors, Inc. is a Registered Investment Advisor and wholly-owned subsidiary of The Washington Trust Company and operates under the name "Washington Trust Wealth Management."聽
Lighthouse Financial is a registered wealth advisory firm that provides investment, tax and retirement planning services.聽 Stephen C. Poplaski, PhD, CPA, CFP庐 established the financial management firm in 2003, after operating his own public accounting and tax service firm for more than 20 years.聽
"Stephen and his team bring client-focused experience in tax and business planning, as well as unique expertise in behavioral personal finance and planning, to Washington Trust Wealth Management," said Executive Vice President and Chief Wealth Management Officer Kathleen Ryan. "We are excited by the opportunities presented with combining our firms. Our expanded team and recent investments in technology will provide clients with additional resources to enhance their service experience."聽
Poplaski and several other colleagues will join the Washington Trust Wealth Management team through this transaction, including: Vice President and Wealth Advisor Aaron Wade, CFP庐, Enrolled Agent Paul Drechsler-Martell, and Wealth Associate and Enrolled Agent Larry "Matt" Henderson.
ABOUT聽WASHINGTON聽TRUST WEALTH MANAGEMENT庐
Washington Trust Wealth Management ("WTWM") is a premier regional wealth advisory group with more than聽
ABOUT
Founded in 1800,听The Washington Trust Company聽is recognized as the oldest community bank in the nation, the largest state-chartered bank headquartered in
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