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 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.

Work with us
What is the Story behind

Winthrop Wealth Managment

Our Story

Market Commentary

2019 Market Review and Outlook

by Andrew Murphy, CFA Director of Portfolio Management DOWNLOAD What a difference a year makes! In December of 2018 the equity markets were painting a dark story with the Dow and S&P 500 both posting the worst December since 1931, while the...

Read More

Accolades

Winthrop Wealth Named 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For

Winthrop Wealth Management has been named a 2019 Winner for the Greater Boston’s Best and Brightest Companies to Work For Program! This year’s winners practice innovative strategies and represent best practices in industries as diverse as information technology, medical, financial...

Read More

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...

Read More