# Winship Wealth Partners

Winship Wealth Partners is a Multi Family Office based in Ross, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ross, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 1983
- **Assets under management:** $150M - $500M (Altss estimate)
- **Website:** winshipwealth.com
- **LinkedIn:** https://www.linkedin.com/company/winship-wealth-partners

## Regulatory record

- **CRD number:** 127409
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127409

## About

30 Years Helping Families Retire on Their Terms | Behavioral Finance | Tactical Asset Mangement | Winship Wealth Partner | At Winship Wealth Partners, we believe great wealth management starts with a great relationship.

## Sectors

- Public Equities
- Fixed Income

## People

- Philip Winship — Founder and Portfolio Manager
- Andrew Winship — Portfolio Manager
- William Winship — Wealth Advisor

## Questions

### Who runs investment decisions at Winship Wealth Partners?

Philip Winship, the founder, remains the lead portfolio manager alongside his son Andrew. The two oversee equity research and portfolio construction directly. Investment decisions are made internally; the firm does not outsource manager selection or use an investment committee of external advisors. This keeps the decision chain short and aligned with the families they serve.

### Does Winship invest in private equity, venture capital, or hedge funds?

No. Winship constructs portfolios almost exclusively from publicly traded equities and fixed-income instruments. The firm has avoided private markets across four decades, prioritizing daily liquidity and fee transparency. Clients seeking alternative-asset exposure are referred elsewhere, as Winship considers illiquidity incompatible with its core mandate.

### How does the Winship family's own capital align with client portfolios?

Principals invest personal and family capital alongside clients in the same strategies. This co-investment alignment reduces agency risk, as the portfolio managers' wealth experiences the same returns and drawdowns. The firm frames this as a structural commitment, noting it has never operated a proprietary trading book or sidecar vehicle that treats client capital differently.

### Does the firm have a succession plan given the founder is still active?

Yes, and it is already in motion. Andrew and William Winship — the founder's sons — hold client-facing and portfolio-management roles. The multi-generation structure means continuity without a sale to an external aggregator. The firm has publicly described this as an embedded transition, not a future event.

## Related profiles

- [Three Peaks Capital Management](https://altss.com/profile/three-peaks-capital-management-llc)
- [Wilshire-Pennington Group](https://altss.com/profile/wilshire-pennington-group-inc)

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Last updated: 2026-07-06T01:24:28.999Z

Canonical page: https://altss.com/profile/winship-wealth-partners

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