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    Whoever you are, and wherever you are on your journey, our nationally recognized multi-generational team has all the tools and experience to help you pursue your financial goals— and live your life to the fullest.

    Private Wealth Management

    When it comes to your financial well-being, we take the long view. From financial planning and retirement strategy to risk management and philanthropy, our private wealth management experience con-siders every angle in helping you pursue your financial and life objectives.

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    Winthrop Integrated Experience

    At Winthrop, we see all the places the future can take you—places you may have never even considered. And getting you to those places starts with identifying your goals so we can better manage your wealth.

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    Financial Planning

    We assess everything that makes your financial life unique to empower better financial decision making—helping you to create a blueprint for pursuing your short- and long-term goals.

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    Investment Management

    By carefully evaluating your objectives, risk parameters, and social impact considerations, we can design a portfolio that’s built to pursue long-term success.

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    Tax Planning

    We develop tax strategies for clients and their advisors that help limit risk and manage uncertainty, and provide a clear roadmap for pursuing future financial goals.

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    Insurance Planning

    A rock-solid insurance plan will prepare you for many contingencies and safeguard what matters most. We can help make it an important part of your wealth management strategy.

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    Legacy and Estate Planning

    Your legacy is unique. Your plan to create continuity should be, too. Our team will partner with yours to develop a smart and strategic wealth transition plan that aligns with your goals and values.

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    Family Foundation Planning

    Ready to build a legacy that makes a lasting impact? We can help you understand the opportunities and complexities that come with a family foundation.

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    Only around a quarter of Americans have some kind of written financial plan.

    –Schwab 2019 Modern Wealth Index