Navigating independence together. Honesty. Openness. Mutual respect. It’s what clients demand from advisors, and it’s what you’ll get when you join our family. At Winthrop, our client-first philosophy guides everything we do—and every practice we partner with shares that commitment.
The Winthrop Wealth Partner Program allows you to power your practice by tapping into our extensive resources, expertise and infrastructure—a level of professional expertise that’s difficult for many firms to achieve. With $1.6 billion RAUM and decades of expertise working with HNW and UHNW individuals and families, we’re here to supercharge your operation, help you navigate the unknowns of managing your own practice, and take your business to a whole new level
We’re not for everyone, and we’ll have a thoughtful, honest conversation before we welcome you into the fold. Because we know that when our priorities and philosophy align, it sets the stage for a winning long-term relationship
When it comes to managing daily operations, we’ll do the heavy lifting. We’ll connect you with industry-leading support in all the key areas of managing your practice. Our experts provide in-depth consultation to help support complex client cases, portfolio management and development, and growing your client base. Let our team manage the nuts and bolts so that you can focus on what’s really important—your clients.
Members of the Winthrop Partner Program benefit from our full suite of flexible, integrated technologies on the eMpower Advisor platform, including our bespoke portfolio reporting system powered by Addepar and all backed by 24/7 remote IT support. We’ll assess your footprint and make a plan that encompasses risk assessment/mitigation, asset inventory/integration, and IT stewardship. Our technology platform provides more transparency, efficiencies and insights into your business allowing you to do more for your clients while getting back your most valuable commodity: your time
Transitioning a practice is not a one-size-fits-all solution, and we understand the importance of making it feel like a seamless experience. When it comes time to transition, we’ll leverage advanced analytics to carefully assess your practice, then collaborate closely with you to create a unique transition blueprint that works for you, your clients, and your business
Think Winthrop might be a good fit for your practice? Collaborating with us means tapping into a team of professionals that will get to know what makes your business truly unique. Our advisor services can be tailored to the needs of your clients and your business goals. To find out how we can help to elevate your daily operations, get in touch—we’d love to start a conversation.
