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.

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Market Commentary

2021 Market Review and Outlook

by Andrew Murphy, CFA Co-Chief Investment Officer 2021 Highlights US Equity Markets: The S&P 500 increased by +28.7% in 2021, the third consecutive year of positive returns.  The market increased in all four quarters of the year: Q1: +6.2%, Q2: +8.6%, Q3:...

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Accolades

Winthrop Wealth Named 2021 Winner for The Best and Brightest Companies to Work For in the Nation Program

Winthrop Wealth has been named a 2021 Winner for The Best and Brightest Companies to Work For in the Nation Program! We are honored to be recognized two years in a row as one of The Best and Brightest Companies to...

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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...

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