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 of Portfolio Management DOWNLOAD/PRINT The market continued to rebound in April as the S&P 500 increased by +12.8%, the best monthly return since January 1987. The market decline and subsequent rally over the last several weeks...Read More
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...Read More
Highlights of Key Provisions for Employers and Small Business Owners 3.30.2020 DOWNLOAD / PRINT Small Business Assistance Paycheck Protection Program: The measure would establish a new Paycheck Protection Program to let small businesses, nonprofits, and individuals seek loans through the...Read More