Winthrop Wealth Company Profile, Contacts & Intelligence

Financial Services321 Columbus Ave31 employeesFounded 1985
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
31
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
3
Mapped contact coverage

Winthrop Wealth Overview

Our purpose is to help clients pursue a high level of personal fulfillment and happiness. We support that pursuit by empowering them to become knowledgeable and active stewards of their financial resources. The wealth management strategies we create bring simplicity and confidence to clients' complex financial lives. They are comprehensive, and customized to pursue clients' unique needs. As a multi-generational wealth management firm, some of our advisors bring with them over thirty years of financial industry experience; we cultivate a credentialed team that strives to offer world-class services to our clients each and every day. Our Client-first approach to service delivers the personalized service our clients expect and deserve.

Headquarters
321 Columbus Ave
Website
winthropwealth.com
Industry
Financial Services
Founded
1985
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Planning Investment Management Tax and Estate Planning Institutions and Endowments Retirement Plans Business Succession Planning Financial Services Financial Planning

Winthrop Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Winthrop Wealth's company email domain.
Sales
1
General
1
IT
1

Winthrop Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Max Winthrop
EP
B
Bobby Reamer, Mba, Cfp®
Founding Partner and Financial Advisor
E
A
Alexandra Balukonis
Associate Director, Client
E

Winthrop Wealth Workforce Composition

Seniority breakdown across 10 visible profiles.

Director
3
Individual contributor
3
Executive
2
Associate / junior
2

Winthrop Wealth Technology & Talent

Technology-related job titles represented in the visible people data.

Cloud / infrastructure
1

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