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

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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

Q3’2020 MARKET REVIEW AND OUTLOOK

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...

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Accolades

Winthrop Wealth Named 2020 Winner for the Greater Boston’s Best and Brightest Companies to Work For

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...

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Insights, Market Commentary

WINTHROP WEALTH PRINCIPLES FOR INVESTING IN THE STOCK MARKET

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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