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.
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.
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.