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.
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.
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.
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.
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.
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.
< Giving Back
December 29, 2020
For the past 30+ years, we have mailed holiday cards to our clients and friends. We always look forward to addressing and signing the cards – often with a personal note. This is always a special time of year.
However, this year, we have decided to recommit the holiday card resources to helping those in need in downtown Boston. Many of the Winthrop Wealth team live in downtown Boston. As we walk around the city we are saddened by the proliferation of people in need that we see around the downtown Boston streets. We decided that we will help to sponsor the Christmas Eve Friday Night Supper Program at the Arlington Street Church on Boylston Street. The church has been providing meals to anyone in need every Friday night. We also have made a contribution to the Greater Boston Food Bank’s Holiday Meal Program which provides holiday meals to hungry families in need across the state. Finally, we have also made a contribution to the Bread and Roses soup kitchen to help support their mission of delivering over 50,000 meals to families in need in the Merrimack Valley. It is difficult to comprehend the rise of food insecurity in our home state and we hope that the coming year will be a little bit easier for these families in need. We know that you will understand why you will not receive a card this year from Winthrop Wealth.
During the holiday season, we take time to reflect upon the wonderful relationships we have with our clients. We are very grateful to be able to work with you and your families.
We hope that you have a wonderful, safe and healthy holiday season. We look forward to 2021 and wish you and your families good health and happiness throughout the coming year and we look forward to working with you in the years to come.