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Winthrop Wealth
  • Why Winthrop
          • Our Story

            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.

          • Team

            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.

          • Approach

            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.

          • Giving Back
          • Careers
  • For Individuals + Families
          • Private Wealth Management

            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.

          • Winthrop Integrated Experience

            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.

          • Financial Planning

            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.

          • Investment Management

            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.

          • Tax Planning

            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.

          • Insurance Planning

            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.

          • Legacy and Estate Planning

            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.

          • Family Foundation Planning

            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.

  • For Businesses
          • Business Planning

            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.

          • Corporate Portfolio Management

            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.

          • Business Tax Planning

            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.

          • Business Insurance Planning

            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.

          • Succession Planning

            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.

  • For Institutions
          • Retirement Plan Options

            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.

          • Endowment Management

            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.

  • Insights
    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.
          • Commentary

            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.

          • Accolades

            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.

          • Media and Press

            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.

          • Videos

            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.

  • Learn
          • Events
          • Glossary

            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.

          • Suggested Reading

            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.

  • Contact
  • Client Access
    • Deposit Instructions
  • Disclosures
    • Relationship Summary — Form CRS
    • ADV2A Disclosure Brochure
    • Privacy Policy

Client Questions

categories

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  • Case Studies
  • Client Questions
  • Market Commentary
  • Perspectives
  • Updates
Client Questions

March 2023 Client Question of the Month: The Debt Ceiling

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Client Questions

February 2023 Client Question of the Month: Bond Primer

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Client Questions

January 2023 Client Question: Our Favorite Charts of 2022

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Client Questions

December 2022 Client Question: Not All Investment Income is Taxed the Same

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Client Questions

November 2022 Client Question: Post Midterm Election Update

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Client Questions

July 2022: Market Timing Does Not Work

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Client Questions

October 2022 Client Question of the Month: The Fed

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Client Questions

September 2022 Client Question of the Month: Federal Debt

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Client Questions, Perspectives

August 2022 Client Question of the Month: Cognitive Biases That Frequently Lead to Investment Mistakes

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Client Questions

June 2022: Stagflation

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Boston 109 State Street, 2nd Floor
Boston, MA 02109
Phone: 617-530-1010 Fax: 857-265-2382 info@winthropwealth.com
Westborough 1400 Computer Drive, Suite 105
Westborough, MA 01581
Phone: 508-836-5500 Fax: 508-366-6930 info@winthropwealth.com

Securities offered through LPL Financial, Member FINRA & SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.

CA Insurance Information:
Lucas A. Winthrop | Domicile: MA | 109 State Street, 2nd Floor, Boston MA 02109 | CA Insurance #: 4056864
Daniel L. Castle, CLU, ChFC, CFP® | Domicile: MA | 109 State Street, 2nd Floor, Boston MA 02109 | CA Insurance #405690

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

2023 Winthrop Wealth

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