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 – SECOND QUARTER 2020 From an investment perspective, the second quarter of 2020 was far superior to the first as most asset classes generated strong returns and impressive rebounds. While this...
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Mark Winthrop Named to Barron’s 2020 Top Financial Advisors This year’s Barron’s 2020 Top 1200 Financial Adviors ranked Mark Winthrop as #26 in the state of Massachusetts. The rankings are based on data provided by over 4,000 of the nation’s most...
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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,...
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