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, expertise, and experience to help you reach 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 that maximize global opportunities while ensuring 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.
December 30, 2020
Winthrop Wealth has been named a 2020 Winner for The Best and Brightest Companies to Work For in the Nation Program!The 2020 Winter National winning companies were assessed by an independent research firm which reviewed a number of key measures relative to other nationally recognized winners. The Best and Brightest Companies to Work For winners are not ranked. We are honored to be recognized as one of The Best and Brightest Companies to Work For in the Nation
With over 20 years of experience conducting the Best and Brightest competitions, the National Association for Business Resources (NABR) have identified numerous best Human Resource practices and provided benchmarking for companies that continue to be leaders in employment standards. “Through the second half of 2020, the Best and Brightest Companies To Work For have demonstrated leadership and forward thinking as they pivoted their business and workforce through Covid-19. As the conversation and focus has shifted, our Best and Brightest winning companies have also been a voice for important actions regarding Race. It is in these unique times, the Best and Brightest Companies To Work For excel and share their knowledge with others” said Jennifer Kluge, President and CEO, Best and Brightest Programs.
The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to
excellence in operations and employee enrichment that lead to increased productivity and financial performance. This competition scores potential winners based on regional data of company performance and a set standard across the nation. This national
program celebrates those companies that are making better business, creating richer lives and building a stronger community as a
whole. There are numerous regional celebrations throughout the country such as Atlanta, Boston, Chicago, Dallas, Detroit, Grand
Rapids, Houston, Milwaukee, San Diego, San Francisco, Miami, New York, Charlotte, Denver, Seattle, Nashville, and Portland. Nominations are now being accepted for all programs. Visit thebestandbrightest.com to nominate your organization.