Winthrop Wealth Management Implements Growth Strategy Through Launch Of Independent Hybrid Registered Investment Advisor (RIA) With $1.3 Billion In Assets Under Management As Of August 2017
Founded in 1985, WWM is a second-generation family-owned firm led by Chief Executive Officer
Empower Advisor, WWM's independent advisor practice acquisition platform, leverages the firm's proprietary relationship management system, which places foremost priority on the comprehensive integration of client relationships into WWM's organization from day one of any acquisition. The platform draws on the latest behavioral finance techniques to help advisors develop a deeper understanding of new and prospective clients, and combines these techniques with breakthrough operational technologies to deliver a world class client onboarding and service experience that supports long-term client retention and 'share of wallet' growth.
WWM is organized under an ensemble team model, in which business development is conducted at the firm level, and client service is performed through a highly collaborative team approach that draws on service professionals with interrelated fields of knowledge. Under this model, WWM's financial advisors are able to fully focus on supporting clients while leveraging the firm's subject matter professionals in tax advisory, insurance, estate planning and other adjacent fields on an integrated basis, and under a highly collaborative organizational culture.
About Winthrop Wealth Management
Winthrop Wealth Management is an independent wealth advisory firm and multi-family office headquartered in
Securities offered through LPL Financial, Member
Media Contacts:
424 652 6520 ext. 114 or 424 652 6520 ext. 105
[email protected] or [email protected]
SOURCE Winthrop Wealth Management
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