Our Firm The wealth advisors at Winthrop Taylor Financial, Inc. offer individuals and small businesses a full range of financial planning and investment services. We believe that investment planning, retirement planning and estate planning should be top priorities in preparing for the future.Because many people regard financial planning as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also tend to take unnecessary risks and fail to adequately protect their assets.Winthrop Taylor Financial can help! Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.