We are proud to announce we have finalized a strategic alliance with Winthrop Wealth, a registered investment advisor in Boston, MA.
Winthrop Wealth is an investment advisory and financial planning firm in Boston, MA. Like Unified, they are a family-owned practice and share in our core principle and fiduciary responsibility that clients come first. Winthrop has a multigenerational team with decades of financial and life experience, and manages approximately $1.27B in assets (as of 12/31/2019). Winthrop’s long-term client relationships are a testament to the firm’s business philosophy, service-centric approach, and strong system of values.
Richard Boehm will still serve as advisor and through his association with Winthrop Wealth will remain intimately involved in the financial planning activities for all of our clients. Rich is, and will continue to be, your go-to guy for questions about the market, tax planning, and specific client strategies.
This new alliance will give our team even more time to get involved with our clients, better understand their needs, and continue to develop sound financial strategies. Our relationship with Winthrop reinforces, enhances, and elevates what we do. Their team is a great new resource for us and provides us with additional bandwidth to assist clients.
Winthrop provides substantial scale to our business — back office support and standard operating procedures for improved efficiency and time management, an amazing technology platform, a robust compliance program, and in-house portfolio management and financial planning teams.
As our clients know, we use a plan-driven methodology that unifies the key elements of their finances. This includes tax planning, retirement & distribution planning, estate planning, insurance and risk management, and investment planning. Richard Boehm will continue to offer financial planning and investment advisory services through Winthrop Wealth under the Unified Wealth Management name from offices in Westport, CT and Scottsdale, AZ.
Richard explains why our clients will find this alliance so valuable: “As we’ve grown, we knew we wanted to partner with a firm that had the comprehensive infrastructure in place to provide clients with a high level of service. Winthrop has well-integrated technology built-out to a degree we hadn’t seen before. Plus, they have an incredible service team in place to keep it running smoothly. We are really impressed.”
We love Winthrop’s philosophy that life should be all about feeling confident, dreaming big, and achieving happiness. Holistic financial planning has always been at the heart of our client services. We look at our clients’ financial picture as a whole, and the team at Winthrop abides by the same ethic. Both of our firms get to know, and really care about, the families we serve because that’s what it takes to plan for the future they want and deserve.
As family businesses, we both consider team and clients to be our #1 priority. We approach wealth management with the belief that financial wellbeing is about helping clients live the life they deserve. This mantra is applied in the way we manage our teams and serve our clients.
Unified clients will soon begin to notice these enhancements as we go live with the new alliance. In addition to a more comprehensive service platform, clients will have access to a greater depth of information and thought leadership across various media, including email, blog posts, video messaging, and social media.
To our clients:
We hope that you are as excited as we are for this incredible alliance and everything it means for us. Winthrop’s platform and tools will allow us to elevate the service we deliver to you. And on a personal note, it will give us more time to do what we love most — meeting with our clients and helping you live the life you deserve.
If you have questions about our new strategic alliance with Winthrop Wealth please don’t hesitate to contact us.
Learn more about our holistic financial planning services.