Winthrop Wealth

Who needs productivity hacks when you have donuts? ?? #WinthropWealth #WithYouForLife #LivingLifeToItsFullest #DonutThursday #OfficeLife #SweetSuccess #TeamGoals #SugarRush

Excited to announce that Max Winthrop, our CEO, will be moderating the "Retaining Top Talent: Building a High-Performance Team" panel at the MA RIA Summit on March 27th! ?? As RIAs grow, retaining and attracting skilled professionals is critical. This panel will dive into effective hiring practices, creating a compelling company culture, and career development strategies to keep top talent engaged and loyal. Looking forward to insightful discussion! #RIASummit #TalentRetention #HighPerformanceTeams #WinthropWealth #PortfolioSummits

At Winthrop Wealth, we are driven by passion, excellence, and a touch of quirkiness as we strive for personal and professional fulfillment. Our simple yet profound mission is to help our people, clients, advisors, and community live life to the fullest. We have proudly received numerous culture and workplace awards, reflecting the extraordinary environment we've created where our team feels empowered to pursue their dreams both in and out of the office. One of our valued team members, Juliana, seized a once-in-a-lifetime opportunity by becoming a contestant on The Bachelor. We provided wholehearted support to Juliana because we believe that personal fulfillment fuels professional excellence. Her participation on the show has reinvigorated her focus and motivation, demonstrating the resilient and authentic spirit that makes our team exceptional. We are incredibly excited for the finale and can't wait to cheer Juliana on tonight's episode of ABC News' The Bachelor. Whether it's Juliana on national television or any member of our team pursuing their dreams, we are incredibly proud of the courage and drive they display. Here's to living life to the fullest—and inspiring others to do the same. #WinthropWealth #PassionAndExcellence #Fulfillment #Empowerment #CultureAwards #WorkplaceAwards #TeamSupport #PersonalFulfillment #ProfessionalExcellence #TheBachelorContestant #CourageAndDrive #Inspiration #BachelorFinale

At Winthrop Wealth, we celebrate passion, excellence, quirkiness, and the pursuit of personal and professional fulfillment. Our mission is simple yet profound: to help Our People, Our Clients, Our Advisors, and Our Community live life to the fullest. This isn't just a tagline—it’s the core of everything we do. Without the incredible dedication, passion, and authenticity of our team, Winthrop Wealth wouldn’t be what it is today. We are thrilled to congratulate Francesca Lanza on passing her CFA Level 1 and Joseph Anastasi for passing his SIE. It’s been amazing to watch the entire team rally around and support each other. Whether it’s any member of our team pursuing their dreams, we could not be prouder of the determination they embody. Here’s to living life to the fullest—and inspiring others to do the same! Congratulations again to Francesca Lanza and Joseph Anastasi! #WinthropWealth #TeamSuccess #LivingLifeToTheFullest

We wonder why Thursdays are our team’s favorite. ?? This is your reminder to take a break, grab your favorite flavor, and enjoy some sweet moments with your colleagues. Happy Donut Thursday! #DonutThursday #TeamBuilding #OfficeFun #SweetTreats #WorkPerks #WinthropWealth

At Winthrop Wealth, our commitment to helping clients live life to its fullest is at the core of everything we do. This feature is a testament to our dedication and innovative approach. Our CEO, Max Winthrop's, insightful perspective on the importance of stability in achieving success truly resonates with our mission: "Successful advisors typically don't love to make a lot of changes because something's working well if you've got a level of success." Check out the full Barron's Advisor feature here: https://lnkd.in/e7rhqRei #Leadership #Innovation #Success #ProudMoment #Technology #Inspiration #WinthropWealth #Barrons #BarronsAdvisor

Happy St. Patrick's Day from Winthrop Wealth! ?? While this festive day is often associated with luck and good fortune, we at Winthrop Wealth know that successful investing isn't about luck—it's about having a solid strategy and a comprehensive approach. When it comes to your financial goals, we believe in something a bit more reliable than a four-leaf clover. Achieving your financial dreams requires careful planning, informed decisions, and ongoing management. At Winthrop Wealth, we're here to help you navigate the complexities of the financial markets and help you live life to its fullest. #StPatricksDay #LuckOfTheIrish #Celebrate #WinthropWealth #Investing #FinancialPlanning

Last week, we had the pleasure of hosting some fantastic members of the LPL Financial team at our Boston office. A big thank you to Marc Cohen, Gray Nelson, and Tyler Schenk for taking the time to join us. Your collaboration with the Winthrop Wealth crew makes it possible for us to help our clients live life to its fullest. Your time and insights were truly appreciated! #TeamCollaboration #BusinessStrategy #Innovation #LPLFinancial #Networking #OfficeVisit #WinthropWealth #WithYouForLife #LiveLifeToItsFullest

Are bagels the new donut? ????? #BagelTakeover #OfficeTreats #DonutThursday #BagelThursday #OfficeEats

The S&P 500 is currently down -9.25% from its all-time high yesterday's market close. Market declines are nothing new. Historically, the S&P 500 experiences about one -10% decline each year, though 2024 was an exception with minimal volatility. Given the unpredictable nature of short-term market fluctuations, our investment philosophy emphasizes maintaining a long-term perspective while staying disciplined, opportunistic, and diversified, and striving to mitigate fees, taxes, and expenses. #MarketUpdate #Investing #FinancialPlanning #MarketVolatility #LongTermInvesting #EconomicOutlook #InvestmentStrategy #StayInformed #FinancialGoals #WinthropWealth