At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Our approach enables us to explore every aspect of your life so that we can design a big-picture plan and investment solutions that balance practicality with opportunity.
Whoever you are, and wherever you are on your journey, our multi-generational team has all the tools and experience to help you pursue your financial goals—and live your life to the fullest.
From fast-growing startups and closely held family businesses to multi-generational enterprises, we will help empower you to operate more efficiently day-to-day, while laying a foundation for navigating the future.
We work closely and collaboratively with our endowment and non-profit clients to provide investment programs and hands-on portfolio management services pursuing global opportunities while seeking to ensure alignment with key business objectives.
We’re committed to seeking out and sharing the trends influencing markets and the outlooks that might inform our investment approach. In an industry like ours, being open to multiple viewpoints and fresh perspectives is a critical part of how we add value, and help our clients imagine all the possibilities.
In the world of finance, things change fast and there’s always more to learn. We’ve created a series of tools that will help you stay educated and keep you informed about the things that matter most.
Media and Press
Boston Business Journal’s 2023 Best Places to Work
Fortune – Understanding how compound interest works—and how it can help you grow your wealth
Forbes – Should You Use The Roth Retirement Savings Option?
Forbes – Why Is A Roth 401(k) Better Than A Roth IRA?
TheStreet – IRS Sets Higher 2023 Tax Brackets and Standard Deductions
Inc. – 3 Bonding Exercises Businesses Are Using to Combat the Great Resignation
Andrew Murphy, CFA Co-Chief Investment Officer featured on Funds in Focus | T.Rowe Price Dividend Growth Fund (PRDGX)
Andrew Murphy, CFA Co-Chief Investment Officer featured on Asset TV
Max Winthrop on Transitioning and Transforming a Wealth Management Firm