Your Integrated Advisor Platform
Winthrop Wealth Management has developed an Integrated Advisor Platform that enables our team to coordinate with your accountant(s), attorney(s), trustee(s), and other professionals to more efficiently pursue your financial, business, and family goals. This is consistent with our commitment to provide comprehensive, integrated, and personalized services and strategies.
As your trusted consultant, we are positioned to work with your other specialty advisors to ensure that the management of key financial events in your life is consistent with your Wealth Plan and investment strategy. We believe this lends to a more productive, transparent, and informed client relationship.
With your approval, we can work with your specialty advisors and assist them to access the information needed to perform their functions efficiently and effectively. Over the past 30 years of business, we have established productive relationships with professionals in many specialties including:
- Tax and Accounting professionals
- Trust company professionals
- Property and casualty insurance experts
- Mortgage specialists
- Third-party pension administrators (TPAs)
- Banking professionals