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.


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 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

Can the Bull Make 10?

The bull market will celebrate its ninth birthday on March 9, 2018. During that nine-year period, the S&P 500 Index nearly increased fourfold in value including dividends, producing a total return of 385% (19.2% annualized) while rising almost 300% in...

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Forbes: America’s Top Wealth Advisors 2016

Forbes, a leading business magazine, recently named Mark Winthrop to its 2016 ranking of America’s Top Wealth Advisors.* This national recognition is an incredible honor, reflecting the collective efforts of our entire team here at Winthrop Wealth Management. It also...

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Recent Market Volatility

February 2018 After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From February 1–5, the US market (as measured by the...

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