Winthrop Wealth

Winthrop Wealth is an independent wealth advisory firm with a mission to help clients live life to the fullest. Winthrop provides wealth planning, investment management, and tax and estate planning services for 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. Consistent with the emphasis Winthrop places on building long-term and productive relationships is their deeply experienced multi-generational team. Winthrop helps its clients manage every aspect of their financial lives by providing fresh ideas, professional experience, stability, and comprehensive service. At Winthrop, we believe that helping clients discover and pursue financial freedom requires putting them front and center, providing them with continual and comprehensive attention. That is our purpose and our passion.