Our mission is to help clients pursue a high level of personal fulfillment and happiness. Our nationally recognized advisors bring a fresh, multi-generational perspective to ensure your unique needs are continually managed and our trust-centered relationship is productive and long lasting.
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 Director of Portfolio Management DOWNLOAD What a difference a year makes! In December of 2018 the equity markets were painting a dark story with the Dow and S&P 500 both posting the worst December since 1931, while the...
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Winthrop Wealth Management has been named a 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For Program! This year’s winners practice innovative strategies and represent best practices in industries as diverse as information technology, medical, financial...
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by Kenneth J. Dean, CPA, CFP®, CFA, MST Director of Financial Planning The Setting Every Community Up for Retirement (SECURE) Act was signed into law on December 20, 2019 and will have an impact on most retirement savers. Ultimately, the...
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