What we do

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.

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 serves 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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What is the Story behind

Winthrop Wealth Managment

Our Story

Market Commentary

KEY TAKEAWAYS FROM FOURTH QUARTER EARNINGS

Earnings growth slowed in the fourth quarter but was still solid. With two-thirds of S&P 500 Index companies having reported results so far, corporate America has delivered solid earnings growth—in the mid-to-high teens—for the quarter. However, slowing global growth and...

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Accolades

Earl and Maria Winthrop Establish Fund To Help Breast Cancer Patients

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Blog, Insights

January 2019 Recap and Client Question

Print/Download PDF Equity markets in the United States rebounded to start 2019 as the S&P 500 increased by +8.0% – the best monthly return since October 2015 and the best January return since 1987. Recall that the stock market sold...

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