DYNAMIC TRANSITION EXPERIENCE
As you prepare for your future, be confident that you and your clients will receive dedicated service throughout your transition. When you sign with Winthrop Wealth, you will receive:
FIND YOUR PATH
PLAN YOUR EXIT
READY FOR YOUR NEXT CHAPTER IN LIFE?
Exiting your business is a huge milestone and major event not only for you, but for your business and clients as well. Winthrop Wealth is here to help make sure your transition is successful while seeking to ensure your clients continue to receive consistent service no matter what.
THIS TIME, IT’S PERSONAL
You’ve spent your entire life planning for others. Now is the time to focus on you.
I love my clients and my work, but I want to spend more time with my family. I’m looking to sell my practice, keep the office and my staff, but get access to group benefits as an employee.
I’ve spent decades building my practice and will continue running my business for as long as possible. However, I need a succession plan to make sure my clients will be taken care of for life.
I’m looking to partner with an RIA as I transition out of my work. While I’m excited for retirement, my top priority is to guarantee that my clients will continue receiving the support they need for their financial future.
At Winthrop Wealth, we are experienced in succession planning and understand the unique challenge financial planners and investment advisor representatives face when preparing for their exit. We also understand that every advisor, like every investor, is unique. Whether you’re looking for a basic contingency plan or a full buy-out, our succession solutions are designed to offer a smooth transition using the following principals.
Client-Centric: Seek to ensure that every decision made is in your clients’ best interests.
Customized: Comprehensive exit strategy designed with a goal of meeting your unique needs.
Constant: Full service support from an experienced team that focuses on client continuity.
Customized transition roadmap
White-glove transition experience
Client communication support
CONTACT US
Winthrop 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.
Fill out our contact form and a member of our team will respond shortly.
Thank you!
Thank you for your interest in
Winthrop Wealth Advisors!
We will be in touch shortly.