Winthrop Wealth Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

1400 Computer Dr Ste 105, Westborough, M...

Phone Number

(617) 530-1010

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Winthrop Wealth Management

Winthrop Wealth is a financial services firm that offers comprehensive wealth management solutions for individuals, families, businesses, and institutions. Their multigenerational team focuses on understanding clients' financial goals and designing tailored plans that encompass financial planning, investment management, tax planning, and more. They aim to empower clients to live fully in the moment while preparing for future opportunities. Winthrop Wealth is committed to providing transparent advice and personalized service to help clients navigate their financial journeys.Explore more
Winthrop Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Winthrop Wealth Management Org Chart

MW
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Chief Executive Officer

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MW
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President & Founding Partner & Wealth Advisor

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MB
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Chief Technology Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Winthrop Wealth Managemen...

<$5M
11-50
Private
-
1985
<$5M
11-50
Private
-
2005
ML
Marco LopezPartner, Texas Private Wealth Advisors. Wealth Advisor, RJFS
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
-
TM
Tanner MendenhallLPL Registered Administrative Associate
Illustration of an envelope

Winthrop Wealth Management Tech Stack

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Frequently Asked Questions Regarding Winthrop Wealth Management

What is Winthrop Wealth Management's official website?
Winthrop Wealth Management's official website is www.winthropwealth.com
What is Winthrop Wealth Management's Revenue?
Winthrop Wealth Management's revenue is <$5 Million
What is Winthrop Wealth Management's SIC code?
Winthrop Wealth Management's SIC: 62,628
What is Winthrop Wealth Management's NAICS code?
Winthrop Wealth Management's NAICS: 52,523
How many employees does Winthrop Wealth Management have?
Winthrop Wealth Management has 11-50 employees
What industry does Winthrop Wealth Management belong to?
Winthrop Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Winthrop Wealth Management competition?
Winthrop Wealth Management top competitors include: Ross B Snyer, CFP, Texas Private Wealth Group, Mastey Financial Group, Sunrise Wealth Partners
What technology does Winthrop Wealth Management use?
Some of the popular technologies that Winthrop Wealth Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, AddToAny
Who is the CTO of Winthrop Wealth Management?
Winthrop Wealth Management's CTO is Michael Banchick
How do I contact Winthrop Wealth Management?
Winthrop Wealth Management contact info: Phone number: (617) 530-1010 Website: www.winthropwealth.com
What does Winthrop Wealth Management do?

Winthrop Wealth is a financial services firm that offers comprehensive wealth management solutions for individuals, families, businesses, and institutions. Their multigenerational team focuses on understanding clients' financial goals and designing tailored plans that encompass financial planning, investment management, tax planning, and more. They... aim to empower clients to live fully in the moment while preparing for future opportunities. Winthrop Wealth is committed to providing transparent advice and personalized service to help clients navigate their financial journeys.Read More

What are Winthrop Wealth Management social media links?
Winthrop Wealth Management Linkedin page Winthrop Wealth Management Twitter page Winthrop Wealth Management Facebook page
Is Winthrop Wealth Management a public company?
Winthrop Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Winthrop Wealth Management

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