What we do

Our mission is to help clients pursue a high level of personal fulfillment and happiness. Our nationally recognized advisors bring a fresh, multi-generational perspective to ensure your unique needs are continually managed and our trust-centered relationship is productive and long lasting.

Personal

Our goal is to help you articulate, document and pursue your life goals. We accomplish this by designing personalized wealth management plans that align your unique financial needs with your specific financial, retirement, and life goals.

Business

We serves a broad spectrum of business clients—business owners, institutions, and endowments—applying the same commitment of personal attention with sound, objective financial and investment advice.

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What is the Story behind

Winthrop Wealth Managment

Our Story

Market Commentary

Taking a Little Risk Off the Table

We think it is a good time to consider taking a little risk off table… Last week (August 16), we slightly reduced equity exposure in some of our model portfolios and acknowledged market risks stacking up during a seasonally weak...

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Accolades

Forbes: America’s Top Wealth Advisors 2016

Forbes, a leading business magazine, recently named Mark Winthrop to its 2016 ranking of America’s Top Wealth Advisors.* This national recognition is an incredible honor, reflecting the collective efforts of our entire team here at Winthrop Wealth Management. It also...

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Insights

The Truth and Consequences of Plan Loans

By Richard C. St. Onge, PPC If you are like the many working Americans, your employer offers a defined contribution retirement plan, such as a 401(k) or 403(b), which allows you to defer amounts from your salary for future retirement...

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