Many views, one goal: Maximizing your return on life
Clients first. It’s at the heart of the Winthrop philosophy, and it truly guides everything that we do. It means doing whatever it takes to understand your financial goals, your life aspirations, and even the things that keep you up at night. Asking the tough questions you may not have thought to ask yourself. Discovering together how your financial objectives and life goals intersect.
This philosophy is the bedrock of our business, and it’s how we help our clients live life to the fullest.
Winthrop Wealth is a fee-based wealth advisory firm based in Boston, MA. Winthrop Wealth provides wealth planning, investment management, and tax and estate planning services for institutions, high net worth and ultra-high net worth individuals, families, and business owners. The firm also offers retirement plan advice for small- to medium-sized businesses, endowments, and other institutions. Our founding partners, Mark Winthrop and Earl, started in the industry in 1985 with the core mission of always putting the client first. It is relevant to note that our partners have always adhered to a high fiduciary and moral philosophy. For more than 27 years, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience, stability, and personalized service.
In recent years, Winthrop Wealth has continued these traditions, filing as a registered investment advisor since 2017, and building a tenured team of investment and planning professionals to support the ongoing needs of both its current client-base and the next generation of clients. Today, Winthrop Wealth remains a family business led by an experienced, multi-generational team. Whether our client is an institution looking to preserve and grow its endowment to provide continuity to its central mission or an individual looking to maximize the
impact of their wealth, Winthrop Wealth is committed to its mission of helping clients live life to the fullest.
The world is changing, and you can bet we are, too. Since 2017, Winthrop wealth has been an SEC Registered Investment Advisor (RIA) that allows us flexibility to boldly explore new and better ways to help our clients pursue their goals and live life to the fullest. Powered by fully integrated technology and a talented team that brings fresh thinking and perspectives to everything they do, we continue expanding and fine tuning our ability to provide industry-leading wealth management experience. Wherever you are in your life—and on your financial journey—we’re here.