YOU

At the heart of the experience is you. Managing your wealth begins with us getting to know who you are, where you want to go, and how we can help get you there. We’ll work closely together to gain a full understanding of your financial, retirement, and life goals, then use what we learn to design a comprehensive wealth management plan crafted specifically for you. We are guided by a simple promise to our clients: always be present, listen with all ears, communicate clearly, and think proactively in service of helping you live the best life imaginable.

YOUR TEAM

We believe managing wealth should be a truly collaborative experience. As you progress through different stages of your career and important life milestones, our team of specialists will help you evaluate your goals and consider all the ways you can maximize your future returns. This ensemble model means that you have your very own team of subject matter professionals working by your side toward a common goal—to help you fulfill your vision for the future.

OUR RISK MANAGEMENT FRAMEWORK

This is where we take everything we know about your wealth goals and begin to transform it into action. Through two core components—Planning and Management—our risk management framework ensures we’re protecting you from potential financial blind spots so you can navigate the future with clarity and confidence.

By carefully balancing our planning and management efforts, we’re able to plan for your future goals while strategizing against potential future risks. The risks you might face are unique to your own financial journey and we want to help you feel prepared every step of the way.

PLANNING

Wealth planning considers every aspect of your life in order to design a blueprint that balances practicality with opportunity. By closely examining your current financial situation, family structure, and goals, we’re able to devise plans for with a goal to maximize your financial resources so you can live the life that you want—now and in the future. Creating your unique roadmap is a dynamic, ever-evolving process that ensures we’re adjusting your investments to align with your journey through life. Planning services include:

• Cash flow analysis, modeling, and management
• Real-time balance sheet creation
• Tax planning
• Estate planning
• Insurance planning
• Succession planning
• Philanthropic planning

MANAGEMENT

Managing wealth should factor in the qualities that drive you, such as courage, confidence, and ambition. By painting a complete picture of your unique goals, risk tolerance and return objectives, we can deliver a diversified asset allocation portfolio that’s truly unique to you. This bespoke approach enables us to implement investment management strategies that always map back to your big-picture objectives. We maximize your investable assets to generate long-term growth while avoiding unnecessary risk, bringing you confidence that comes from knowing the future you envision is well maintained. Our management services include:

• Portfolio Construction
• Data-driven market analysis
• Risk budgeting based portfolio construction
• Exposure and relative value analysis
• Proactive portfolio management
• Technology guided portfolio drift analysis
• Scenario analysis, stress tests, and optimizations
• Tax loss harvesting
• Expense consciousness

TECHNOLOGY

Our entire wealth management process is enveloped by a suite of competitive technology. Our partnerships with the world’s dynamic investment technology companies bring us efficiencies and innovations that further enhance your experience. We’re committed to making ongoing investments across our technology and infrastructure so we can continue delivering a consistent client experience.

OPERATIONS

Our strategy for carefully growing Winthrop Wealth is driven by our commitment to continually enhancing the client experience. Even as our operations continue to grow and evolve, we never lose sight of our mission to do right by our clients by maintaining a high-touch service. Building capacity through strategic additions to our capabilities and our team, is how we’ll continue to boldly explore new and better ways to do right by—and for—our
clients