OUR STORY
Many views, one goal: Helping You Live Life to the Fullest
The Philosphy that guides us
Clients first. It’s at the heart of the Winthrop philosophy, and it truly guides everything that we do. It means doing whatever it takes to understand your financial goals, your life aspirations, and even the things that keep you up at night. Asking the tough questions you may not have thought to ask yourself. Discovering together how your financial objectives and life goals intersect.
The Winthrop philosophy is built on six core, long-held values:
- Be the solution: no problem is too big or too small for us to tackle
- Look for ways to simplify the complex, talk in real-speak, and reduce worry
- Be a true team player, form relationships built on trust, mutual respect, and gratitude
- Represent your best self, every day
- Ask questions. Listen closely. Communicate clearly and honestly.
- Embrace new ideas and ways of thinking. Do what works, but always evolve.
This philosophy is the bedrock of our business, and it’s how we help our clients live life to the fullest.
Wholistic wealth management
Winthrop Wealth is a fee-based wealth advisory firm based in Boston, MA. Winthrop Wealth provides wealth planning, investment management, and tax and estate planning services for institutions, high net worth and ultra-high net worth individuals, families, and business owners. The firm also offers retirement plan advice for small- to medium-sized businesses, endowments, and other institutions. Our founding partners, Mark Winthrop and Earl, started in the industry in 1985 with the core mission of always putting the client first. For more than 27 years, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience and personalized service.
In recent years, Winthrop Wealth has continued these traditions, filing as a registered investment advisor since 2017, and building a tenured team of investment and planning professionals to support the ongoing needs of both its current client-base and the next generation of clients. Today, Winthrop Wealth remains a family business led by an experienced, multi-generational team. Whether our client is an institution looking to preserve and grow its endowment to provide continuity to its central mission or an individual looking to maximize the impact of their wealth, Winthrop Wealth is committed to its mission of helping clients live life to the fullest.
$2.1B
Assets under management (as of 12/31/2023)
20+
Passionate team members
Building on our legacy
The world is changing, and you can bet we are, too. Since 2017, Winthrop wealth has been an SEC Registered Investment Advisor (RIA) that allows us flexibility to boldly explore new and better ways to help our clients pursue their goals and live life to the fullest. Powered by fully integrated technology and a talented team that brings fresh thinking and perspectives to everything they do, we continue expanding and fine tuning our ability to provide wealth management experience. Wherever you are in your life—and on your financial journey—we’re here.