Wealth Planning

Our Wealth Planning Service is comprised of four main components: Financial Planning, Retirement Planning, Risk Management, and Education.

We place primary importance on holistic and comprehensive financial planning as it is a critical tool to create financial awareness and empower better financial decision-making. At its essence, it is the intersection of your life and financial resources—and thus, the key to reaching your life goals while preserving and growing your wealth.

Investment Management

The team at Winthrop Wealth Management designs and manages investment portfolios that are custom-tailored to your specific goals and financial objectives.

Tax and Estate Planning

We believe it is critical that your personalized Wealth Plan is coordinated with your tax, legal, and other advisors. At Winthrop Wealth Management, we work with other members of your financial team to ensure that there is a coordinated approach to develop and implement effective strategies, which are consistent and aligned with your goals and objectives.

Retirement Plans

Winthrop Wealth Management has an extensive history working with business owners and corporate executive teams to help them find the retirement plan that best meets their needs. For a business, this has become particularly challenging in the context of the complexities associated with retirement plan options and the changing Department of Labor regulations.

Institutions and Endowments

Winthrop Wealth Management has more than 30 years of experience providing independent and unbiased solutions to endowments and institutional accounts. With its open architecture platform, our firm’s experienced and tenured team can provide a range of diversified portfolio strategies to match your specific needs.

Business Succession Planning

As an owner, selling your privately-held business, whether outright, retaining a portion, or transferring it to family members or key employees is likely to be one of the most important challenges you face. The underlying complexities required to successfully realize the maximum enterprise value from your business is an emotionally, financially, and legally complex undertaking. Thus, having the right team behind you is critical. As your trusted professional, we can help.at.