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.

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 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

RETEST

We view last week’s market decline as a retest of the October–November lows. The S&P 500 Index fell 4.6% last week, leaving the index in line with the low of the autumn correction and 10% off the September highs. Losses...

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Accolades

America’s Top Next-Generation Wealth Advisors 2018

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....

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Blog, Insights

October Recap and Client Question

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...

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