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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.
      
      Community Engagement
      
      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
For Advisors

Ask Winthrop

Ask Winthrop

Have a question? Talk to us.

FOR INDIVIDUALS
+ FAMILIES

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.

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.

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.

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.

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.

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.

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.

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.

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

–Schwab 2019 Modern Wealth Index

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.

2024 Winthrop Wealth

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