Winthrop Wealth

Winthrop Wealth With you, for life. 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.

Financial planning is about more than numbers.For many families, it is about having the confidence to make decisions, en...
06/16/2026

Financial planning is about more than numbers.

For many families, it is about having the confidence to make decisions, enjoy life's opportunities, and stay focused on what matters most.

A thoughtful plan can help create clarity today while keeping long-term goals in sight.

With you for life. 💚

06/14/2026

Today, we recognize Flag Day and reflect on the values that endure through generations.

Just as lasting institutions are built over time, meaningful wealth is often the result of thoughtful planning, discipline, and a long-term perspective.

At Winthrop Wealth, we're committed to helping families create opportunities for today and future generations.

Many financial plans evolve over time, but beneficiary designations are often overlooked.A new grandchild. A marriage. A...
06/12/2026

Many financial plans evolve over time, but beneficiary designations are often overlooked.

A new grandchild. A marriage. A divorce. The loss of a loved one.

Life changes, and your beneficiary designations should reflect those changes.

Taking a few moments to review them can help ensure your wishes are carried out as intended.

When was the last time you reviewed yours?

Market volatility can feel unsettling, especially when uncertainty dominates the news cycle.Our June Client Question of ...
06/11/2026

Market volatility can feel unsettling, especially when uncertainty dominates the news cycle.

Our June Client Question of the Month takes a closer look at S&P 500 volatility by decade and what investors can learn from past periods of market uncertainty.

Understanding market history can provide perspective when emotions are running high and headlines are competing for attention.

Read the full commentary: https://winthropwealth.com/commentary/june-2026-client-question-of-the-month-sp-500-volatility-by-decade-winthrop-wealth/

Families deserve advice that is focused on their goals, values, and best interests.Being a fiduciary means putting clien...
06/09/2026

Families deserve advice that is focused on their goals, values, and best interests.

Being a fiduciary means putting clients first and helping them make informed decisions with confidence.

We are honored to serve the families who place their trust in us.

With you for life. 💚

They see around corners you did not know were there."They anticipate needs we did not even know we had and seek to devel...
06/03/2026

They see around corners you did not know were there.

"They anticipate needs we did not even know we had and seek to develop strategies customized to us. We look to them for advice on all aspects of our financial lives and trust them implicitly."

— Joel D., client since 2016

With you for life. 💚

winthropwealth.com

We are honored to be recognized as one of Inc.'s Best Workplaces for 2026.This award reflects the people who make Winthr...
06/02/2026

We are honored to be recognized as one of Inc.'s Best Workplaces for 2026.

This award reflects the people who make Winthrop Wealth what it is. Every day, our team works to support our clients, advisors, and communities with professionalism, collaboration, and a shared commitment to helping others succeed.

Thank you to our employees for making Winthrop Wealth a place where people can grow, thrive, and make a meaningful impact.

Read more: https://winthropwealth.com/accolades/winthrop-wealth-inc-2026-best-workplaces/

June is here.A new month is a good opportunity to check in on your goals, celebrate progress you’ve made, and refocus on...
06/01/2026

June is here.

A new month is a good opportunity to check in on your goals, celebrate progress you’ve made, and refocus on what matters most.

Whether that means spending more time with family, preparing for retirement, growing a business, or simply creating more financial confidence, small, consistent actions can make a meaningful difference over time.

Wishing everyone a great start to the month ahead.

Sell in May and Go Away?The S&P 500 is up +5% so far this month. Not exactly going according to plan.As Andrew Murphy, C...
05/29/2026

Sell in May and Go Away?

The S&P 500 is up +5% so far this month. Not exactly going according to plan.
As Andrew Murphy, CFA wrote in our May Client Question of the Month: "Let's call this strategy what it really is - systematic market timing."

The May to October period has still generated an average return of +4.03% going back to 1928. The opportunity cost of sitting on the sidelines is real.

Read the full piece here https://winthropwealth.com/commentary/may-2025-client-question-of-the-month-sell-in-may-and-go-away/

Address

321 Columbus Avenue, 3rd Floor
Boston, MA
02116

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16175301010

Website

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