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

Q2’2020 MARKET REVIEW & OUTLOOK

by Andrew Murphy, CFA Senior Director, Portfolio Management DOWNLOAD/PRINT OVERVIEW – SECOND QUARTER 2020 From an investment perspective, the second quarter of 2020 was far superior to the first as most asset classes generated strong returns and impressive rebounds. While this...

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Accolades

Barron’s 2020 Top 1200 Financial Advisors

Mark Winthrop Named to Barron’s 2020 Top Financial Advisors This year’s Barron’s 2020 Top 1200 Financial Adviors ranked Mark Winthrop as #26 in the state of Massachusetts. The rankings are based on data provided by over 4,000 of the nation’s most...

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Insights, Market Commentary

WINTHROP WEALTH PRINCIPLES FOR INVESTING IN THE STOCK MARKET

by Andrew Murphy, CFA | Senior Director of Portfolio Management PRINT/DOWNLOAD At Winthrop Wealth, we apply a total net worth approach to wealth management that combines both comprehensive financial planning and investment management. The financial plan defines cash flow needs, optimizes account structures,...

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