Winthrop Wealth

inthrop Wealth is a fee-based wealth advisory firm based in Boston, MA. Winthrop Wealth provides financial planning and investment management services, including tax and estate planning strategies 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. For more than 30 years, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience and personalized service. through Winthrop Wealth or prior firms. 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.