Winthrop Wealth

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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.

October is Financial Planning Awareness Month.Financial planning begins with understanding your individual circumstances...
10/23/2026

October is Financial Planning Awareness Month.

Financial planning begins with understanding your individual circumstances, priorities, and objectives. A thoughtful planning process considers the factors that make each person’s financial life unique and helps develop a blueprint for pursuing both short- and long-term goals.

You’ve heard us talk about our Total Net Worth Approach, but what does that actually mean?Your financial picture goes be...
10/21/2026

You’ve heard us talk about our Total Net Worth Approach, but what does that actually mean?

Your financial picture goes beyond your investment portfolio. Real estate, business ownership interests, restricted stock, insurance policies, and annuities can all play a role.

Our Total Net Worth Approach considers investments held outside of our management and other assets when evaluating a client's financial circumstances and goals.

Learn more about our approach here: https://winthropwealth.com/commentary/total-net-worth-approach/

Trust is built through consistency, genuine care, and relationships that stand the test of time.We appreciate Fraser sha...
10/20/2026

Trust is built through consistency, genuine care, and relationships that stand the test of time.

We appreciate Fraser sharing his experience working with Earl Winthrop and the Winthrop Wealth team.

October is Cybersecurity Awareness Month, so we pulled together a few tips worth keeping in mind. The last one is a good...
10/14/2026

October is Cybersecurity Awareness Month, so we pulled together a few tips worth keeping in mind. The last one is a good one to share with parents and grandparents.

This is why we do what we do. Keeping our clients informed is at the heart of our work, and hearing back from clients li...
10/13/2026

This is why we do what we do. Keeping our clients informed is at the heart of our work, and hearing back from clients like Terry. means a great deal to everyone here. Thank you, Terry.

“I read the latest Market Commentary from the firm. For me, I feel comfortable that my monies are being handled by such qualified people. And a special recognition to the leader of the firm, Earl Winthrop. I believe every organization is successful if they have a competent person leading and certainly that’s you. My best wishes that 2026 continues with success.”

Terry K. | Client since 1994

With you. For life.

These statements are a testimonial by a client of the investment advisor as of 1/13/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

October is Breast Cancer Awareness Month. We’re proud to support a study at MD Anderson Cancer Center measuring the impa...
10/09/2026

October is Breast Cancer Awareness Month. We’re proud to support a study at MD Anderson Cancer Center measuring the impact of diaphragmatic breathing on reducing heart exposure during breast radiation therapy. Read more at winthropwealth.com/giving-back.

Quick year-end reminder: if you're 73 or older with a traditional IRA, your required minimum distribution is generally d...
10/08/2026

Quick year-end reminder: if you're 73 or older with a traditional IRA, your required minimum distribution is generally due by December 31. A few minutes now can prevent a costly miss.

For informational purposes only. Not tax, legal or investment advice.

Giving season is almost here. Before you write the checks, consider giving appreciated stock instead of cash, bunching s...
10/07/2026

Giving season is almost here. Before you write the checks, consider giving appreciated stock instead of cash, bunching several years of gifts into one, or giving straight from your IRA if you're 70½ or older. A quick conversation with your advisor can help your generosity go further.

For informational purposes only. Not tax, legal or investment advice.

Say hello to Liam O'Toole, our Client Service Associate, and Tania Tagliavento, our Associate Director, Client Service.T...
10/02/2026

Say hello to Liam O'Toole, our Client Service Associate, and Tania Tagliavento, our Associate Director, Client Service.

They're two of the people who make sure the details get handled, so the families we work with can focus on what matters to them. We're glad to have them on the team.

Happy Friday from all of us at Winthrop Wealth.

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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