Case Study: Winthrop Wealth Management elevates planning and grows to $1.85B AUM with eMoney

Winthrop Wealth Management grows to $1.85B AUM with eMoney

Winthrop Wealth Management, a fee-based wealth management firm, faced the challenge of scaling its operations and creating a consistent, high-quality financial planning experience for its multigenerational client base. To achieve this growth and formalize its service offering, the firm turned to eMoney and its Pro financial planning software.

The solution implemented by eMoney provided a robust backend for all client conversations and planning, featuring its Decision Center for impactful visual scenario planning. This allowed Winthrop Wealth to create a formal, repeatable planning process. As a result of partnering with eMoney, the firm enhanced its client relationships, extended its services to entire families, and successfully grew its assets under management to $1.85 billion.

Winthrop Wealth Management