You know where you want to go, and we can guide you there. We’ll dig deep to understand your financial, retirement, and life goals, then design a comprehensive wealth management plan that helps make it all real.
From investment policy statements to customized investment programs, fiduciary standards and highly flexible portfolio reporting, we understand the unique needs of endowments and non-profits.
With a combined over three decades of wholistic wealth management experience, we’ve built a team committed to providing fresh ideas, specialized knowledge, stability, and personalized service.
Winthrop was first established as a firm that would set a new standard for clear, transparent financial advice—providing truly comprehensive guidance that put the interests of clients first. That philosophy continues to guide our evolution.