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.
In last week’s midterm election, Republicans held onto the Senate and the Democrats claimed control of the House, bringing potential gridlock to Congress. This week we discuss some investment implications, including highlighting the positive seasonal tailwinds now in place for...Read More
The 2018 Top Next-Generation Wealth Advisors list includes 1,000 young, talented advisors who represent the future of the wealth management industry. Lucas Winthrop, Chief Operating Officer of Winthrop Wealth Management, made the list for the second year in a row....Read More
Print/Download PDF October was a tough month for the stock market as the S&P 500 declined by -6.9%, the worst month since September 2011. The decline ended the six-month winning streak and brought the year-to-date return down to +3.0%. There...Read More