For more than 30 years, our professionals have helped our clients manage every aspect of their financial lives by providing fresh ideas, deep experience, and professional service. We’re Winthrop Wealth. Helping you live life to the fullest.

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.

Work with us
Who we are

Get to know Winthrop

Our Story

Market Commentary

AUGUST 2021 MARKET RECAP

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The stock market continued to celebrate in August as the S&P 500 increased by +3.0%. This was the seventh consecutive monthly increase. The market reached a new closing all-time high of 4,529 on August...

Read More

Accolades, Press

Winthrop Wealth Ranks No. 2791 on the 2021 Inc. 5000 List of America’s Fastest-Growing Private Companies

Winthrop Wealth ranked number 2791 on the annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small...

Read More

Insights

CONSIDERATIONS FOR PURCHASING A NEW HOME

KENNETH J. DEAN CPA, CFP®, CFA, MSTSENIOR DIRECTOR, FINANCIAL PLANNING PRINT/DOWNLOAD From the perspective of a financial planner, when buying a primary residence and borrowing money in the form of a mortgage to finance your home, you should buy with...

Read More