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 serve 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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Winthrop Wealth Managment

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Market Commentary

November 2019 Market Recap

by Andrew Murphy, CFA | Director of Portfolio Management November was another strong month in the equity markets as the S&P 500 increased by +3.6%. The S&P 500 is up +27.6% for the year and nine of eleven months have...

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Accolades

Winthrop Wealth Named 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For

Winthrop Wealth Management has been named a 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For Program! This year’s winners practice innovative strategies and represent best practices in industries as diverse as information technology, medical, financial...

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