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.
Case Studies | October 21, 2022
eMoney's September 2022 Case Study on how their clients are using eMoney to scale financial planning across their firms, elevate the client experience, and grow their businesses.
Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.
The following article could be viewed as an endorsement of Winthrop Wealth (“WW”) by eMoney. Here is some important information for you to understand about our relationship with eMoney
• eMoney is not a current client of WW. eMoney is a provider of financial planning software to investment advisors and other financial professionals.
• WW does not pay to endorse or refer potential clients to WW for investment advisory services. However, WW does pay eMoney a normal and customary annual subscription fee for the use of their software.
• In addition, WW may refer other investment advisors and financial professionals to eMoney as potential subscribers. This cross-referral opportunity presents a conflict of interest in that eMoney has a financial incentive to endorse WW in exchange for potential referrals.