You have grown your book of business by leaning into your strengths as a financial planner... but something has changed. Between administrative paperwork, staying on top of market research, and making sure you're staying compliant in every aspect of your business, you can't seem to find the time you once had to focus on your clients. With your own retirement on the horizon, it’s time to start planning ahead.
How We Can Help
Winthrop Wealth is home to some of the most talented advisors in the industry. By offering a turnkey platform and unmatched support, we want Winthrop Wealth advisors to be poised to scale faster and more sustainably than they could grow on their own.
Join a passionate community of financial professionals dedicated to delivering the best experience possible for those they serve.
Our Services
Winthrop Wealth is powered by the latest offerings in technology. With turnkey infrastructure that centralizes asset management, planning, and back office support, Winthrop is designed with a goal to help advisors deliver consistent service, more efficiently than ever before.
Take control of your future. We worry about your retirement plan so you don’t have to, empowering you with customized exit strategies that meet needs of you and your clients.
Spend less time trading and more time strategizing for your clients. Our centralized system seeks to facilitate consistent communication, implementation, and results for your clients.
Protect your business and your clients. Our hands-on approach to compliance education and support helps you manage risk efficiently, so you can rest assured that your business is protected.
Get support for all aspects of your business, eliminate key person risk, and find the capacity to do the work you love the most.
Get more value out of technology and save time while delivering a better experience for your clients.
Discover just how seamless your transition experience can be with Winthrop’s white-glove service. We equip you with a roadmap of what to expect, anticipate your needs, and even help you communicate changes with your clients.
Unlock your potential and grow your business faster. Leveraging your data with our proprietary technology, we help you create efficiencies in your practice so you can focus on your biggest drivers of growth.
Solve for complexities with our professionals to deliver the innovative strategies to your clients. Our advanced planning resources and in-house specialists will set you up for success.
Join a passionate community of financial professionals and draw from our team’s wealth of knowledge to deliver the innovative strategies for your clients. Don’t go it alone. With Winthrop, you don’t have to.
Don’t just take our word for it. We’re happy to schedule a live demo and share real-life examples of how Winthrop Wealth has supported advisors looking for a turnkey support platform, business development guidance, and dedicated affiliate support.
Schedule a CallWinthrop Wealth is building a community of financial planners, wealth management advisors, and other financial professionals seasoned in their field. Whether you are a solo RIA owner preparing to exit in the next 5-10 years or a financial advisor looking for more opportunity, we would love to hear from you.
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About Us
Clients first. This has been at the heart of the Winthrop philosophy for over 25 years and guides everything we do. It means doing whatever it takes to understand your clients, your needs, and even your life aspirations as a financial planner. It means we remove your roadblocks, empower you to rediscover your passion, and help unlock your potential.
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Assets Under Management (as of 12/31/2023)
support Winthrop's advisor community and staff across 10 office locations
Senior advisors on the team have 40+ years of experience in the industry.
Winthrop Wealth started as a fee-based wealth advisory firm based in Boston, MA, providing wealth planning, investment management, and tax and estate planning strategies for institutions, high net worth and ultra-high net worth individuals, families, and business owners.
For nearly three decades, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience and personalized service through Winthrop Wealth or other firms. In 2017, Winthrop Wealth filed as a registered investment advisor and began building out 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. Through our Registered Investment Advisor (RIA) practice, we are committed to helping our advisors grow their practice, building a scalable value-added business while solving for the complexities of their high net worth clients. By providing truly turnkey infrastructure and ongoing support, Winthrop Wealth helps advisors take control of their future.
Our RIA team has a track record of successfully transitioning, integrating, and launching firms while providing an elevated client experience.
Chief Executive Officer
Chief Executive Officer
Chief Operating Officer & Wealth Advisor
Chief Operating Officer & Wealth Advisor
Director, Operations and Client Service
Director, Operations and Client Service
Chief Technology Officer
Chief Technology Officer
IACCP, PPC - Chief Compliance Officer, Wealth Advisor, Director of Retirement Services
IACCP, PPC - Chief Compliance Officer, Wealth Advisor, Director of Retirement Services
Built by Advisors for Advisors, we are creating something bigger than ourselves that puts our Advisors in the drivers seat. Our Leadership Team has a wealth of experience in building, operating and growing wealth management businesses. With over six decades of combined industry experience our focus is supporting our Advisors in unlocking their ultimate potential.
LPL Financial, Forbes, and SHOOK Research are separate entities. Data provided by SHOOK ® Research, LLC – Data as of 12/31/21. Ranking awarded 10/25/2022 and published by Forbes. America’s Top Registered Investment Advisor Firms ranking was developed by SHOOK Research. Neither SHOOK nor Forbes receive compensation in exchange for its Registered Investment Advisor Firm placements or rankings.