A private conversation
The headlines tell you who moved. We tell you what it means for you.
Every week brings another team move, another package, another firm changing hands. A Winthrop & Co. consultant reads it against your book, in confidence, with no obligation to move.
Confidential. The advisor never pays.
$50.3B
AUM successfully transitioned
100+
Advisory teams transformed
96%
Client referral rate post-move
250+
Firm partners across the U.S.
How it works
Three steps, at your pace.
01
Tell us where you are
Two minutes. Your firm, your book, what has you thinking. Nothing more.
02
A consultant calls you
Someone who works on deals every day, ready to talk about your practice.
03
You see the whole market
Every channel compared, staying included, so the decision is yours and fully informed.
Our word
What you can count on from the first call.
Confidential, always
Your name and your firm stay between you and us, and your current firm never hears of it.
The advisor never pays
The firm pays us.
Staying is often the answer
Many conversations end with the advisor staying put, better informed.
When you are ready, we are here.
One short note starts a confidential conversation with a consultant who sees deals every day.