What is the Story Behind Winthrop Wealth Management?

We are Problem Solvers

We help our clients lead happier lives by empowering them to become knowledgeable and active stewards of their financial resources. We remove a lot of the complexity that is associated with the financial world. We keep it simple and focus on long-term results and solutions.

We Are
Not Robots

In a world of increasing digitalization, we provide a human element and employ flexibility in our thinking to generate creative strategies.

We Are
Boutique

We strive to maintain the highest level of personalized attention by investing time in building strong, long-lasting relationships.

Clients Are
Not Just a Number

Every client is a unique individual. We take a holistic approach to working with clients, as no two clients are the same.

How did Winthrop Wealth come about?

The Entrepreneurial Spirit

We grew up with an inquisitive mindset and challenged the status quo, constantly seeking ways to improve ourselves and the lives of those around us.

Investment Interest

Interested in how to put our own hard earned capital to work, we developed a passion for the investment world from a young age. We discovered the power of utilizing the market to build wealth and diversify risk.

Thoughtful Plannning

We worked relentlessly with a goal to build careers in the investment industry. Our mission was to get the best training and eventually start our own independent firm.

Due Diligence

Prior to founding Winthrop Wealth Management in 1985, Earl and Mark were Certified Public Accountants (CPAs). Earl spent 8 years working for Big Four accounting firms and Mark spent nearly 5 years at the IRS investigating abusive tax shelters and investment schemes.

Pioneers In Wealth Management

Our pursuit to provide truly unbiased investment advice led us to become pioneers in utilizing a fee-based approach, aligning our interests with those of our clients.

The Insights

How We Operate Today

The Importance of the Individual

Individuality is an inherent trait of human nature. Our clients have unique lifestyles, needs, and aspirations. We craft everything we do to fit the specific needs of our clients by taking the time to listen and learn each client story. We firmly believe that a personalized wealth management process, driven by personal goals, is the only way to address these individual needs.

The Importance of Investor Psychology and Education

We learned, early on in our careers, the value of maintaining a long-term perspective. The majority of the value created within a portfolio comes from sticking to a defined strategy and avoiding emotionally charged decision making. We act as an emotional circuit breaker for our clients, helping them to stay on course and make rational decisions that will benefit them over the long-term.

The Importance of Understanding Risk and Reward

We take risk/reward very seriously as our clients have worked incredibly hard to build and preserve their wealth. We employ a rigorous process to thoroughly understand the risk/reward tradeoff associated with each investment decision we make. This philosophy has helped us avoid many market trends that have destroyed value for investors.

The Importance of The Client Experience

Client experience is a key ingredient in any successful long-term relationship. We coordinate with our clients’ other specialty advisors and tap our deep professional resources to create a seamless and enjoyable experience. We work tirelessly to bring simplicity and comfort to our clients’ lives by providing a streamlined wealth management process. By enabling our clients to stay focused on their careers and passions they are able to concentrate on their bottom line and lead happier lives.

We Are Unique

  • Background as CPAs
  • Conservative Approach
  • Customized Client Solutions
  • Diverse and Tenured Team
  • Entrepreneurial Culture Consistency
GROWTH & evolution

We Are Always Improving

Smart Growth

As we grow, we continue to invest a vast amount of thought and energy into the structure of our firm ensuring that we maintain the ability to make decisions that directly benefit our clients.

Tech-Forward

We continuously take advantage of the latest technology advances in our industry.

Family Friendly

We maintain the family aspect with our boutique culture. Since 2013, two more Winthrop family members have joined the team adding to the family roots.

Accessible

We make sure we’re accessible – our new downtown office opened in 2013

Our Story Is Just Beginning

We are committed to growing our business for the benefit of our clients. That means, taking Winthrop Wealth Management into the next generation by providing our clients best in class expertise, unrivalled service, and continuity. Our multi-generational team is working every day to deliver on our mission of excellence.

GET STARTED WITH US