WESTERLY, R.I., Aug. 4, 2025 /PRNewswire/ — Washington Trust Advisors, Inc. has finalized a transaction with Westerly-based Lighthouse Financial Management, LLC, an advisory firm with assets under management valued at approximately $190 million, resulting in the Lighthouse Financial team joining Washington Trust Wealth Management. The deal closed on July 31 and supports Washington Trust’s focus on growing its wealth management division.
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.”
Lighthouse Financial is a registered wealth advisory firm that provides investment, tax and retirement planning services. Stephen C. Poplaski, PhD, CPA, CFP® established the financial management firm in 2003, after operating his own public accounting and tax service firm for more than 20 years.
“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.”
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®, Enrolled Agent Paul Drechsler-Martell, and Wealth Associate and Enrolled Agent Larry “Matt” Henderson.
Source: PR Newswire
