Winthrop Wealth and its Advisors Transition to Advisory-Only Practice, Seeking to Enhance Client Services and Help Clients Live Life to the Fullest | PR Newswire [Video]

, /PRNewswire/ — Winthrop Wealth, a Boston-based financial advisory firm, is excited to announce that the Firm and its representatives have transitioned to an advisory-only practice, meaning none of its advisors will any longer maintain dual registration with a broker/dealer when providing services, offer commissionable securities products, or brokerage accounts.

This strategic move underscores Winthrop Wealth’s commitment to providing consistent client service and assisting clients in living life to the fullest through innovative financial strategies tailored to their unique needs.

Winthrop Wealth will now have the flexibility and increased independence to offer a wider range of investment options, adopt innovative technologies, and dedicate its focus to professional advice and personalized strategies to help clients pursue their financial goals – all with the ultimate goal of helping clients live the life they dream of. Winthrop Wealth believes this transition will help to deepen its client relationships and seeks to provide value through its investment advisory and financial …