Winthrop Wealth

Thirty years. One consistent team. One mission. "I feel a great sense of trust and comfort knowing that they are looking out for my financial well-being." -- Phebe T., client since 1995 With you. For life. 💚

@OnlyInBOS our favorite time of year!

Tulips have arrived in the North End. ❤️

It's Earth Day and all we can think about is what's coming. 🌿 Longer evenings. Open windows. That first real warm afternoon when you actually eat lunch outside. We're almost there, Boston. Happy Earth Day from our team. Here's to the season just around the corner. 💚 #EarthDay2026 #WinthropWealth #Boston #WithYouForLife

Good luck to all 30,000 runners taking on the 130th @bostonmarathon today, especially our very own Bobby Abendroth. We're rooting for you, Bobby! #BostonMarathon #WinthropWealth

Tax Day is here. Filing might be done, but the conversation is not. There may still be a few things worth checking before the deadline. What is on your last-minute checklist?

For the first time, I feel confident about my financial future. - Colleen G., client since 2020 That is the goal. Every client. Every time. winthropwealth.com #WinthropWealth #FinancialPlanning

Q1 2026: The S&P 500 fell 4.4% as U.S.–Iran tensions and rising oil drove volatility. Andrew Murphy breaks down what it means for markets, bonds, and Q2 👇 📽️ youtube.com/watch?v=D9bCBC… #Investing #MarketReview

The tax deadline is April 15. The real planning deadline passed months ago. Francesca Lanza on tax-loss harvesting and what it actually means for a portfolio over time. winthropwealth.com/commentary/tax…

Happy Easter from our team to you. Wishing our clients, our colleagues, and our community a peaceful and joyful holiday weekend. #WinthropWealth #HappyEaster

Filing and planning are two different things. One looks back. The other looks forward. winthropwealth.com/commentary/tax… #WinthropWealth #TaxPlanning #TaxSeason

A milestone worth sharing. The final patient in a breast cancer breathing study at @UTMDAnderson Cancer Center has completed radiation therapy. Earl, Max, and Lucas Winthrop have committed to funding the next phase. We are proud to support this work. #WinthropWealth #MDAnderson #BreastCancer winthropwealth.com/accolades/brea…

Our CTO Michael Banchick represented Winthrop Wealth at Portfolio Summits in Boston, discussing technology's growing role in the RIA ecosystem. Proud to have Mike bring his knowledge and experience to the table. #WinthropWealth #RIA #FinTech #Boston

Donut Thursday update: the muffins showed up and honestly nobody is complaining. Happy Thursday from our team. 🧁 #WinthropWealth #TeamWinthrop

What does a new Federal Reserve Chair mean for investors? Kevin Warsh has been nominated to succeed Jerome Powell. His views on rates, the balance sheet, and Fed independence are already shaping markets. Our take: winthropwealth.com/commentary/com… #WinthropWealth #FederalReserve #MonetaryPolicy

Consistency is one of the hardest things to deliver in this business. It is also the thing our clients value most. "What stands out most is their consistency — they're supportive when things are going well, but even more so when challenges arise." Over 20 years. #WinthropWealth #WithYouForLife #TestimonialTuesday

First day of spring. Tax season is here too. Kenneth J. Dean, CPA, CFP®, CFA, MST walks through what we are focused on with clients right now. winthropwealth.com/commentary/tax… #WinthropWealth #TaxPlanning #FirstDayOfSpring

The teams we love watching are the ones with a system everyone believes in. That's how we think about wealth management too. winthropwealth.com #WinthropWealth #MarchMadness

It's Donut Thursday at Winthrop Wealth🍩 A huge thank you to Bob and the team at @Allspring for bringing a little spring into the office today. #WinthropWealth #DonutThursday #AllspringGlobal

That's not a service standard. That's a value system. Relationships where clients feel genuinely cared for, fully heard, and confident in the people by their side. That's what we build toward every day. #WinthropWealth #WithYouForLife #TrustedAdvisor #WealthManagement

Celebrating the women of Winthrop Wealth today and every day: Orey, Samantha, Ali, Alexandra, Kellie, Francesca, Emma, Kelsey, and Juliana. We're grateful for you. Shoutout too to Sheena Oberoi, CFP® at Unified Wealth Management and Aimée Lloyd, CFP®, CDFA®, CFA® and Amber Moser, CFP® at @KeelFinancial. Lucky to work alongside you. 💚 #IWD2026 #WomenAndWealth #WithYouForLife