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    The long-term success of your wealth plan depends on more than just smart, strategic moves from your financial advisor. It requires in-depth understanding of your distinct needs and strong coordination and clear communication between all the members of your team.

    No matter how big or small, every day we’re working to help you identify potential areas for tax savings. From helping clients with stock-based compensation understand when and how to exercise stock options and other equity incentives, to providing pre-liquidity tax planning for business owners looking to sell, we’re well versed in navigating all types of specialized tax planning scenarios. At Winthrop, we’ll collaborate closely with your tax, legal, and other advisors to ensure that our wealth strategies are proactive—so we can identify year-round tax planning opportunities that will seek to manage your tax burden today and in the future.