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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 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.

Tax-loss harvesting sounds technical, but the idea is simple. When an investment in a taxable account is worth less than...
09/30/2026

Tax-loss harvesting sounds technical, but the idea is simple. When an investment in a taxable account is worth less than you paid, selling it can realize a loss that may offset gains elsewhere in your portfolio.

The timing and the rules matter, especially the 30-day wash-sale rule, so it's worth a conversation with your advisor and tax professional before year-end.

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

With control of Congress in play this November, many clients are asking whether the outcome should change how they inves...
09/28/2026

With control of Congress in play this November, many clients are asking whether the outcome should change how they invest.

In our new October Client Question of the Month, Co-Chief Investment Officer Andrew Murphy, CFA, looked at S&P 500 total returns from 1928 through 2025 under different makeups of Washington. The results were surprisingly similar, and we caution against making portfolio decisions based on election results.

Past performance is not indicative of future results. For informational purposes only.

The last quarter is when good planning turns into real results, and when deadlines stop being flexible.Before the holida...
09/25/2026

The last quarter is when good planning turns into real results, and when deadlines stop being flexible.

Before the holidays take over, five items deserve a look: your projected 2026 tax picture, charitable gifts you want to make this year, retirement plan contributions, required minimum distributions if they apply to you, and beneficiary designations (the most overlooked of the five).

Save this one for later. If any of these raise questions, October is a far better time to talk than December 30.

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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