Our clients include self-employed individuals; employers considering a new, startup plan, as well as employers with existing plans looking to take advantage of our teams experience and expertise at Winthrop Wealth Management.
In addition to directly managing retirement plans, we provide guidance to employers; in many cases, we act as plan consultants to integrate with and fine-tune existing plans, as well as advise on whether current plans are managed with the latest industry best practices.
Winthrop Wealth Management’s involvement is tailored to the needs of employers and their employees. We work with clients to find a retirement strategy that best fits their organization. As independent consultants, we can recommend any provider that we feel is competitive or has specialization in areas that will benefit our client.