InvestmentNews Best Places to Work 2025 Celebrates Winthrop Wealth
BOSTON, April 1, 2025 /PRNewswire/ -- Following the conclusion of a nomination and survey process, Winthrop Wealth has been crowned one of InvestmentNews' leading lights.
InvestmentNews is a preeminent publication covering the global wealth industry.
"We are incredibly honored to be recognized by InvestmentNews as one of the best places to work in 2025. This accolade is a testament to our team's dedication to fostering a supportive and dynamic work environment. At Winthrop Wealth, we believe that a positive workplace culture is essential to delivering exceptional service to our clients and helping them live life to the fullest," said Lucas Winthrop, CEO of Winthrop Wealth.
The list of winners was finalised by InvestmentNews' 30+ strong Intelligence Unit. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025.
Winthrop Wealth is keen to express their pride at being spotlighted for their workplace culture and employee satisfaction.
Chris Sweeney, Managing Editor for Special Reports at InvestmentNews shared his insights on the selection process, stating, "Winthrop Wealth, have gone above and beyond to create a vibrant, supportive and progressive environment. Their workplace culture fully merits this award and is also lauded by their employees."
This honor underscores Winthrop Wealth's significant contribution and ongoing, wide-ranging impact across the wealth sector.
For further information, please contact:
Alexandra Balukonis
Associate Director, Client Communications and Marketing
Winthrop Wealth
617-530-1010
Alexandra.balukonis@winthropwealth.com
www.winthropwealth.com
About Winthrop Wealth:
Winthrop Wealth is a fee-based wealth advisory firm based in Boston, MA. Winthrop Wealth provides wealth planning, investment management, and tax and estate planning services for institutions, high net worth and ultra-high net worth individuals, families, and business owners. The firm also offers retirement plan advice for small- to medium-sized businesses, endowments, and other institutions. Our founding partners, Winthrop and, started in the industry in 1985 with the core mission of always putting the client first. For more than 27 years, our senior founding partners have helped clients manage every aspect of their financial lives by providing fresh ideas, experience and personalized service through Winthrop Wealth and prior firms.
In recent years, Winthrop Wealth has continued these traditions, filing as a registered investment advisor since 2017, and building a tenured team of investment and planning professionals to support the ongoing needs of both its current client-base and the next generation of clients. Today, Winthrop Wealth remains a family business led by an experienced, multi-generational team. Whether our client is an institution looking to preserve and grow its endowment to provide continuity to its central mission or an individual looking to maximize the impact of their wealth, Winthrop Wealth is committed to its mission of helping clients live life to the fullest.
Winthrop Wealth believes that life is about more than just money. It's about feeling confident, dreaming big, and pursuing happiness. The firm's mission is to help clients live life to the fullest by proactively managing their wealth, anticipating changes, and identifying opportunities that align with their vision for the future.
Learn more at winthropwealth.com.
About 2025 IN Best Places to Work:
To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form, which asked companies to explain their various offerings and practices.
Next, employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion.
To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations that achieved an 80 percent or greater average satisfaction rating from employees were named Best Places to Work of 2025. Surveys were conducted in September 2024; there was no fee paid for consideration of the award.
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SOURCE Winthrop Wealth