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.
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.
by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT OVERVIEW – THIRD QUARTER 2020 In the third quarter of 2020 financial markets continued to recover from the coronavirus induced selloff of February and March. While this was certainly positive, the pandemic is...Read More
Winthrop Wealth has been named a 2020 Winner for the Greater Boston’s Best and Brightest Companies to Work Program! Every year, companies throughout greater Boston compete to be named one of “Boston’s Best and Brightest Companies to Work For®.” Only...Read More
by Andrew Murphy, CFA | Senior Director of Portfolio Management PRINT/DOWNLOAD At Winthrop Wealth, we apply a total net worth approach to wealth management that combines both comprehensive financial planning and investment management. The financial plan defines cash flow needs, optimizes account structures,...Read More