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    FINANCIAL PLANNING

    When it comes to making your money work for you, it all starts with a sound strategy. At Winthrop Wealth, we empower better financial decision making by building resilient yet nimble financial plans that leverage thoughtful qualitative assessment and rigorous quantitative analysis powered by technology.


    Our deeply experienced, multigenerational advisory team will work tirelessly to understand what makes you and your financial situation unique. We provide professional advice that helps you manage your financial assets today, utilize your cash flow in a prudent and efficient manner, and sets you up for continued growth to pursue your goals.
    Our Financial Planning philosophy is focused on three key areas: Retirement Planning, Personal Risk Planning, and Stewardship and Education. Together these elements create a comprehensive picture of your financial needs—at every stage of life—which means you can spend less time thinking about your wealth, and more time living in the moment.
    Retirement planning
    Setting a course for your future—at any age or stage of life

    Retirement means different things to different people. No matter where you are today, and wherever it is you’re headed, getting to the retirement you’ve always dreamed of requires a thoughtful plan developed by trusted advisors. Our team provides sound strategies for investors at every stage—from younger clients looking to maximize income and asset growth during peak earning years, to older investors who need tailored strategies that maximize retirement income while remaining tax efficient and managing portfolio volatility. Our team is by your side through every part of the journey, making tactical adjustments to your financial plan as your goals and circumstances evolve. The transition through life’s many phases happens quickly. We’ll help prepare you every step of the way.

    PERSONAL RISK PLANNING
    Shielding you against uncertainty

    Where are you today and where do you want to go? How flexible is your current financial situation and what’s your appetite for risk? Do you fully understand the different risk exposures in your financial situation? We’ll work with you to uncover these facets of your financial life to ensure that our management approach aligns with your individual capacity for risk. And we’ll periodically monitor and adjust your financial plan and investment strategy to seek to protect you against potential exposures. Our 360-degree approach to personal risk means we’re always supporting your needs, steering you away from potential pitfalls, and helping you see what challenges and opportunities lie ahead as your financial situation changes.

    STEWARDSHIP AND EDUCATION
    Empowering your future through better understanding

    As a multi-generational family firm, we understand the importance of careful stewardship, and thinking ahead to future generations. We’ll help you and your successors to become engaged, active stewards of your wealth through the Growth, Preservation, Consumption, and Wealth Transfer phases of stewardship. Whether you’re looking to identify a long-term path for your successor’s financial independence, or want to use philanthropy to empower others, we have deep experience navigating the complex but crucially important interactions between money and family.