For more than 30 years, our professionals have helped our clients manage every aspect of their financial lives by providing fresh ideas, deep experience, and professional 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

OCTOBER 2021 MARKET RECAP

by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT October provided investors with a treat as the S&P 500 increased by +7.0%. There were no tricks or frightening surprises as the market produced its best month since November 2020. The S&P 500 is...

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Accolades, Press

Winthrop Wealth Named 2021 Winner for the Greater Boston’s Best and Brightest Companies to Work For

We are honored to be recognized as a 2021 Winner for the Greater Boston’s Best and Brightest Companies to Work Program! Every year, companies throughout greater Boston compete to be named one of “Boston’s Best and Brightest Companies to Work For®.”...

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Insights

CONSIDERATIONS FOR PURCHASING A NEW HOME

KENNETH J. DEAN CPA, CFP®, CFA, MSTSENIOR DIRECTOR, FINANCIAL PLANNING PRINT/DOWNLOAD From the perspective of a financial planner, when buying a primary residence and borrowing money in the form of a mortgage to finance your home, you should buy with...

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