Tax & Estate Planning

We believe it is critical that your personalized Wealth Plan is coordinated with your tax, legal, and other advisors.

At Winthrop Wealth, 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.

Carefully planned and well-coordinated efforts will improve tax efficiency and assist in structuring estate plans that meet the desired objectives for your heirs.

Our goal is to create confidence for you and help pursue your overall financial objectives. We do this by providing strategies for minimizing your taxes, developing contingency plans to deal with uncertainty, and helping to limit risk exposure to your specific and acceptable levels.