Skip to content
  • Client Access
  • Let's Meet

REQUEST A COMPLIMENTARY CONSULTATION

Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.

"*" indicates required fields

Step 1 of 2

50%
Name*
I would like to be contacted by*
Do you currently have a financial advisor?*
This field is for validation purposes and should be left unchanged.
Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

  • Home
  • Our Services
    • Financial Planning Overview
    • Retirement Planning Services
    • Investment Management Services
    • Advisors Considering Transition
    • Financial Planning For Doctors and Medical Professionals
    • Financial Planning For Business Owners
    • Retirement Planning For Union Steelworkers
  • About Winthrop
    • Our Team
    • Our Difference
    • Working Together
    • Disclosure Documents
    • Giving Back
    • Career Opportunities
  • Resources
    • Our Blog
    • Video Library
    • Market Updates
    • White Papers
  • Client Access
  • Contact Us

Author: Brian Werner CFA®, CFP®

Brian Werner is a Managing Partner at Winthrop Partners. He has more than 25 years of experience in investments, financial planning, entrepreneurial ventures, corporate finance, and banking. Prior to joining Winthrop Partners, Brian was the First Vice President and a Senior Wealth Advisor for First Niagara, where he led the development of First Niagara’s Western Pennsylvania Private Client Services and served on its western Pennsylvania operating committee. He also held roles with PNC/National City, Greycourt Investment Advisors, and Linnco Future Group, Chicago Board of Trade. Brian is a Chartered Financial Analyst and Certified Financial Planner. He earned his MBA from Duquesne University, Magna Cum Laude.
  • Home
  • /

What Does It Mean to Live Wealthy? A Values-Driven Look at Life and Money

Posted on August 14, 2025 by Brian Werner CFA®, CFP®

What Does It Mean to Live Wealthy? A Values-Driven Look at Life and Money

Posted on August 14, 2025 by Brian Werner CFA®, CFP®

Wealth isn’t just a number in your bank account—it’s the life you live because of it. In today’s fast-paced world, it’s easy to measure success in dollars, but what if

Read More
Read more
Life & Wealth, Our Blog wealth, wealthy living

What If I Outlive My Money? Risk Management for Retirement

Posted on July 17, 2025 by Brian Werner CFA®, CFP®

What If I Outlive My Money? Risk Management for Retirement

Posted on July 17, 2025 by Brian Werner CFA®, CFP®

You’ve worked hard, built a strong financial foundation, and are approaching retirement with $800K to $1M saved. But one fear lingers: What if you live longer than your money lasts?

Read More
Read more
Our Blog, Retirement retirement tips

May 2025 Market Review: Stocks Rise Despite U.S. Credit Rating Cut

Posted on June 3, 2025 by Brian Werner CFA®, CFP®

May 2025 Market Review: Stocks Rise Despite U.S. Credit Rating Cut

Posted on June 3, 2025 by Brian Werner CFA®, CFP®

Stock markets bounced back in May, with the S&P 500 making up for its earlier losses this year. This good month happened even though there were new trade deals, mixed

Read More
Read more
Our Blog credit rating, stocks

April 2025 Market Review: Navigating Through Historic Volatility

Posted on May 6, 2025 by Brian Werner CFA®, CFP®

April 2025 Market Review: Navigating Through Historic Volatility

Posted on May 6, 2025 by Brian Werner CFA®, CFP®

The markets in April experienced remarkable turbulence as investors processed new tariff announcements. Despite the S&P 500 experiencing a dramatic 12% decline at one point during the month, it recovered

Read More
Read more
Our Blog market, market challanges

Diversifying Your Portfolio for a Successful Retirement

Posted on September 27, 2023 by Brian Werner CFA®, CFP®

Diversifying Your Portfolio for a Successful Retirement

Posted on September 27, 2023 by Brian Werner CFA®, CFP®

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

Read more
Our Blog

What is a 60/40 Portfolio and is it a Good Investment Strategy?

Posted on September 1, 2023 by Brian Werner CFA®, CFP®

What is a 60/40 Portfolio and is it a Good Investment Strategy?

Posted on September 1, 2023 by Brian Werner CFA®, CFP®

Is the 60/40 portfolio still a good investment strategy? In this article, financial advisor Brian Werner explains the 60/40 model & its benefits when implemented correctly.

Read more
Our Blog

Is Pittsburgh a Good Place to Retire?

Posted on August 29, 2023 by Brian Werner CFA®, CFP®

Is Pittsburgh a Good Place to Retire?

Posted on August 29, 2023 by Brian Werner CFA®, CFP®

Pittsburgh is a great area for retirees. Read here to learn why & see the 4 top neighborhoods for retirees in the Pittsburgh region.

Read more
Our Blog

Financial Checklist for Changing Jobs

Posted on August 14, 2023 by Brian Werner CFA®, CFP®

Financial Checklist for Changing Jobs

Posted on August 14, 2023 by Brian Werner CFA®, CFP®

In this article, financial advisor Brian Werner outlines what to do before, during & after your job transition to make sure your finances are in order. Read it here.

Read more
Our Blog

What Happens to Your 401k When You Change Jobs

Posted on July 27, 2023 by Brian Werner CFA®, CFP®

What Happens to Your 401k When You Change Jobs

Posted on July 27, 2023 by Brian Werner CFA®, CFP®

In this article, financial advisor Brian Werner discusses what you need to know about managing your 401(k) plan after you switch jobs. Read here to see the pros & cons of each option.

Read more
Our Blog

7 Common Questions About Retirement Planning

Posted on July 25, 2023 by Brian Werner CFA®, CFP®

7 Common Questions About Retirement Planning

Posted on July 25, 2023 by Brian Werner CFA®, CFP®

Retirement can be overwhelming. In this article, financial advisor Brian Werner answers the top 7 questions people have about retirement planning. Read it here.

Read more
Our Blog
  • 1
  • 2
  • Next →
Built with BoldGrid

Contact Information

Winthrop Partners Doylestown
Winthrop Partners Pittsburgh
Winthrop Partners Buffalo
Winthrop Partners Miami
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

New Client Worksheets

Financial Document Checklist
Life Values Worksheet
Financial Planning Timeline

Financial Resources

Barron's Online
Fortune
Investors Business Daily
USA Today - Money
Wall Street Journal


Image011
NAPFOLRGLogo
NAPFALogo
CFA Logo
Mdp Color Transparent Small
Copyright 2025 Winthrop Partners | Disclosure Statement | Privacy Policy | Sitemap