For more than 30 years, we’ve 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

February 2020 Recap

by Andrew Murphy, CFA | Director of Portfolio Management DOWNLOAD February was a challenging month in the equity markets as the S&P 500 declined by -8.3%.  The market reached a new all-time high on February 19th (3,394) before declining by -12.7% in the...

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Accolades

Forbes: 2020 Best-In-State Wealth Advisors

This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states. Earl Winthrop ranked #36 and Mark Winthrop ranked #19...

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Blog, Insights

New Retirement Plan Rules – SECURE Act

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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