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    We believe there’s more to life than money. Life should be about feeling confident, dreaming big, and achieving happiness.

    At Winthrop, we help our clients live life in the moment while boldly exploring and imagining possibilities for their future. Let’s find that balance. Let’s feed your imagination. Let’s realize all of the opportunities in front of you—and build something great— together.
    Our story

    Clients first. Everyone says it, but at Winthrop it is truly at the core of everything we do. It’s a philosophy that empowers us to help our clients live life to the fullest, and it’s guided us since our founding.

    Read our story

    When it comes to managing wealth, we believe in the power of collaboration. Our diverse and multigenerational team brings unique experiences, wide-ranging skills, and fresh thinking to the art and science of wealth management.

    Meet our team

    Our concierge, individualized approach is built on a process that enables us to explore nearly every aspect of your life, so that we can design a big-picture plan and investment approaches that balance practicality with opportunity.

    See how we do it

    Have a passion for helping people solve problems and discover new opportunities? Are you a visionary, entrepreneurial thinker who never loses sight of the big picture? Winthrop might be the place for you.

    Join us!

    Financial literacy and having an active role in investing are associated with lower stress levels among millionaires.

    –Fidelity Millionaire Outlook 2019