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.
April 19, 2023
The Boston Business Journal has named Winthrop Wealth to its 2023 Best Places to Work — the BBJ’s exclusive ranking of the Massachusetts companies that have built outstanding work environments for their people.
The 80 companies honored in 2023 range in size and industry, with winners from the technology sector, retail industry, health care space, commercial real estate and more.
“The companies that comprise this year’s Best Places to Work are among the most diverse in the decades we’ve been doing this program,” said Carolyn Jones, Market President and Publisher of the Boston Business Journal. “Their commitment to teamwork, employee engagement, flexibility and trust are the model to which the region’s businesses look for inspiration.”
The 215 businesses that met criteria for office location and size participated in employee-engagement surveys distributed by Business Journal partner Quantum Workplace. Employees were asked to rate their work environment, work-life balance, job satisfaction, advancement opportunities, management, compensation, and benefits.
Based on the results of those surveys, businesses were assigned a score out of 100 percent and ranked by Quantum. The top-rated companies are listed in five size categories — extra small (20 to 49 employees), small (50 to 99 employees), medium (100 to 249 employees), large (250 to 499 employees) and extra-large (500 or more).
The Boston Business Journal is the region’s premier business media organization, one of 45 markets owned by American City Business Journals. For marketing and sponsorship opportunities, contact the Business Journal today.
The Boston Business Journal is not affiliated with or endorsed by LPL Financial and Winthrop Wealth.