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.

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 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

Q1’2021 MARKET REVIEW AND OUTLOOK

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD / PRINT OVERVIEW The world looks quite a bit different than it did at the beginning of last year, and we hope that we are on the verge of entering into a brighter...

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Accolades

Barron’s 2021 Top 1200 Financial Advisors

Mark Winthrop Named to Barron’s 2021 Top Financial Advisors This year’s Barron’s 2021 Top 1200 Financial Adviors ranked Mark Winthrop as #29 in the state of Massachusetts. The rankings are based on data provided by over 4,000 of the nation’s most productive...

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Insights

CONSIDERATIONS FOR PURCHASING A NEW HOME

KENNETH J. DEAN CPA, CFP®, CFA, MSTSENIOR DIRECTOR, FINANCIAL PLANNING PRINT/DOWNLOAD From the perspective of a financial planner, when buying a primary residence and borrowing money in the form of a mortgage to finance your home, you should buy with...

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