Financial Planning Overview
The terrain of financial planning is complicated. A great compass will show you the easiest path to financial security.
Retirement. Investments. Insurance. Taxes. Estate Planning. Budgeting. It all needs to work in tandem if you want a financial plan that’s resilient and maximized for value.
But the most important quality of a financial plan is that it’s designed to meet your vision of the future.
At Winthrop Partners, we customize a financial plan that meets your needs and your vision. You always maintain full access and full control. We are the compass in your pocket as you navigate the road of financial planning.
Financial Planning FAQ
▼ What is the minimum value of assets required to work with Winthrop Partners?
Generally, Winthrop Partners is ideal for individuals and families who have a minimum of $250,000.00 in investable assets.
▼ What are Winthrop Partners’ fees?
Generally, we charge a fixed fee of 1% of AUM for our planning and Investment Management services. This fee may be reduced for accounts with large amounts of assets under management. For Investment Planning Services, we also offer a subscription fee for accounts that do not meet our minimums.
▼ What are Winthrop Partners’ licenses and certifications?
Winthrop Partners team members are Series 65 licensed or are Certified Public Accountants,Chartered Financial Analysts (CFA), Certified Financial Planners (CFP). The firm is a member of NAPFA, The Fee-Only Network, National Association of Estate Planners and Councils and the MD Preferred Network.
We are staffed with MBAs, CPAs, CFAs, ChFCs, CFPs and licensed individuals that together create a full-service wealth management and financial planning firm that satisfies the diverse needs of all our clients.
▼ What are the benefits of working with a fee-only advisor?
The benefits of having a fee-only advisor includes transparency, no hidden charges, and no undisclosed conflicts of interest to sell a certain product line or company offering. We receive no incentives from third parties to entice us. Fee-Only advisors only work on behalf of their clients.
▼ How often will we meet to discuss the health of my portfolio?
We are available to meet with you as frequently as you desire! In the early stages of the relationship when a higher degree of financial planning may be involved, weekly or monthly meetings might be appropriate. When issues or changes in circumstances arise, we are there to help you assess the impact of these changes on your goals and to make any changes to your financial plan to keep you on track to achieving your goals. Once the relationship is established, most clients elect an informal quarterly telephonic update with a formal annual review.
▼ How often will you provide a report of my portfolio?
We provide annual reports of a client’s portfolio, but are available anytime upon request. Our custodian provides monthly portfolio reports.
▼ How can I access my retirement reports?
Clients have online access through our custodian, Raymond James’s online portal, and can retrieve real-time investment holding reports and retirement plans at any time.
▼ Where are your offices?
We have locations in Doylestown, PA; Pittsburgh, PA; Buffalo, NY; and Miami, FL.
Our Offices
Eastern Pennsylvania
Winthrop Partners
100 Mechanics Street, 1st Fl
Doylestown, PA 18901
Western Pennsylvania
Winthrop Partners
101 E. Swissvale Avenue
Pittsburgh, PA 15218
Winthrop Partners
100 First Avenue, Suite 1010
Pittsburgh, PA 15222
Western New York
Winthrop Partners
295 Main Street, Suite 840
Buffalo, NY 14203
Southern Florida
Winthrop Partners
8200 NW 41st St, STE 318
Doral, FL 33166
▼ How can I set-up a consultation?
Schedule your complimentary consultation with one of our fee-only investment advisors. We will create a custom retirement plan based on your financial goals and personal desires.
READY TO FIND OUT MORE?
Set up a free consultation to learn about our financial planning services and the first steps toward long-term financial well-being.