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Sean W

Series 66

Denver, CO

Winthrop Wealth

Sean Winthrop is a financial advisor at Winthrop Wealth with three years of industry experience and a Series 66 designation. His prior experience includes roles at LPL Financial and Reliance Standard. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a focus on prudent, long-term investment strategies, utilizing both internal and third-party managers while maintaining human oversight of investment decisions.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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Mark W

Series 63, Series 65

Denver, CO

Winthrop Wealth

Mark Winthrop is a financial advisor at Winthrop Wealth in Denver, CO, with 41 years of industry experience. He has held securities licenses Series 63 and Series 65 and worked at LPL Financial for 28 years before joining Winthrop Advisory Group, LLC in 2017. Outside of advisory work, he serves as a Massachusetts Notary Public. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides integrated private wealth management with a focus on a prudent, long-term investment approach, combining internal strategies and third-party managers while maintaining human oversight of investment decisions.

Options & derivatives strategies Private / alternative investments Tax-loss harvesting
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