WE INVEST IN YOU BEFORE YOU INVEST IN US.
GET A COMPREHENSIVE FINANCIAL PLAN BEFORE YOU PAY DOLLAR 1.

FEE-ONLY FINANCIAL
ADVISORS

WE INVEST IN YOU BEFORE YOU INVEST IN US.
GET A COMPREHENSIVE FINANCIAL PLAN
BEFORE YOU PAY DOLLAR 1.

FEE-ONLY FINANCIAL ADVISORS

See our Investment Services

 

WINTHROP PARTNERS IS A FEE-ONLY FINANCIAL ADVISOR WITH OFFICES IN BUFFALO, DOYLESTOWN, PITTSBURGH, AND MIAMI.

 

 

We take pride in being fully vested in our clients’ best interests, understanding their needs, and tailoring a plan that aligns with their financial goals.

Services

 

FINANCIAL
PLANNING Overview

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RETIREMENT
PLANNING

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INVESTMENT
MANAGEMENT

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TRANSITIONING
ADVISORS

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What is a fee-only financial advisor?

 

 

Winthrop Partners is a fee-only financial advisory firm. That means that we charge a flat fee for our services, and we receive no other compensation from anyone other than the client. This dynamic avoids conflicts of interest since we receive no incentives to invest your money with securities that won’t help you meet your goals.

What is a fiduciary?

 

 

Winthrop Partners is also a fiduciary, meaning we hold a legal and moral responsibility to ensure we have our client’s best interest in mind. The Securities and Exchange Commission (SEC) requires this of all Registered Investment Advisors, like Winthrop Partners. Private bankers, brokers, bank wealth advisors and insurance agents are not required to be fiduciaries. This distinction is important to recognize when it concerns who you hire to invest your money.

 

Our Process

 

 

 

 

1. Understand 

The key to building a comprehensive plan is understanding our clients, their financial circumstances, their risk profiles, and their financial goals. We ask the right questions and actively listen to gain an extensive understanding of your needs.

 

2. DESIGN

Using financial models, information gathered from the first meeting, and additional financial documents, we develop a plan. We present a personalized and dynamic plan tailored to your unique situation and goals.

 

3. IMPLEMENT

Once approved, we begin the implementation process by transferring and consolidating all your assets under one umbrella. We review key issues and use extensive resources available through Raymond James to set up your account for third-party custodial monitoring. 

 

4. MONITOR

As a fiduciary, it’s our responsibility to construct, implement, monitor, and review your portfolio on a regular basis to ensure your investments align with your goals and objectives. 

 

Experienced Financial Planners with a focus on the client

 

The Winthrop Partners team is made up of licensed professionals with 150+ years of combined experience in financial planning. We are high-touch, focus on open communication, and create financial plans customized to each client.

Meet our Team

The Winthrop Partners Difference

 

 

Individual investments and markets fluctuate over time. As professionals, our job is to enable you to make informed financial decisions using the full complement of resources at our disposal. This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals if needed.

 

Empathy

Empathy

We take the time to actively listen and ask the right questions. By understanding your unique situation and financial goals, we develop a customized and comprehensive portfolio.

Fiduciary

Fiduciary

Our clients are our priority. We negotiate for you, ensuring that your best interests remain at the forefront every time.

Experience

Experience

Though we hold 150 years of combined experience, our progressive mindset keeps our eyes fixed on the future.

Fee-Only

Fee-Only

We receive one clearly aligned fee, with no commission or third party fees influencing our recommendations.

Execution

Execution

We hold the experience, and resources necessary to manage important decisions impacting your portfolio, ensuring transparency and clear communication every step of the way.

 

Locations

 

 

Doylestown, PA

Winthrop Partners
100 Mechanics Street, 1st Fl
Doylestown, PA 18901

Buffalo, NY

Winthrop Partners
295 Main Street, Suite 840
Buffalo, NY 14203

Pittsburgh, PA (Pittsburgh East)

Winthrop Partners
101 East Swissvale Avenue
Pittsburgh, PA 15218

Pittsburgh, PA (Downtown)

Winthrop Partners
960 Penn Avenue, Suite 1001
Pittsburgh, PA 15222

Miami, FL

Winthrop Partners
8200 NW 41st St., Suite 318
Doral, FL 33166

 

NEWS & Blog

 

 

Visit our blog to gather insights on the latest market news, trends, and financial strategies.

 

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