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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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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.
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The Silicon Valley Bank Failure: Is your financial advisor making the same mistakes with your portfolio?

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

The Silicon Valley Bank Failure: Is your financial advisor making the same mistakes with your portfolio?

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

The failure of Silicon Valley Bank (SVB) has put everyone on high alert. Inflation and a struggling stock market already had people bemoaning the state of the economy, but the collapse of a respected bank that serviced many of the country’s leading tech companies seems like a harbinger of worse things to come.

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What Happened To Your 60 40 Portfolio In 2022?

Posted on January 18, 2023 by Brian Werner CFA®, CFP®

What Happened To Your 60 40 Portfolio In 2022?

Posted on January 18, 2023 by Brian Werner CFA®, CFP®

What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will

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A Pittsburgh Financial Advisor Describes What You Should Know About a Roth IRA Conversion

Posted on July 10, 2022 by Brian Werner CFA®, CFP®

A Pittsburgh Financial Advisor Describes What You Should Know About a Roth IRA Conversion

Posted on July 10, 2022 by Brian Werner CFA®, CFP®

An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent

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A Pittsburgh Fiduciary – Spending Down Assets to Become Medicaid Eligible

Posted on June 15, 2022 by Brian Werner CFA®, CFP®

A Pittsburgh Fiduciary – Spending Down Assets to Become Medicaid Eligible

Posted on June 15, 2022 by Brian Werner CFA®, CFP®

Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent

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A Pittsburgh Financial Advisor Provides Four Key Tips to Saving for Retirement

Posted on April 18, 2022 by Brian Werner CFA®, CFP®

A Pittsburgh Financial Advisor Provides Four Key Tips to Saving for Retirement

Posted on April 18, 2022 by Brian Werner CFA®, CFP®

Start Early – The earlier in your career you start saving the less you will have to save every month and year to reach your retirement goal. This is known as

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I Just Inherited a Large Amount of Money. What Do I Need To Look Out For?  Perspective from a Pittsburgh Wealth Manager

Posted on January 15, 2022 by Brian Werner CFA®, CFP®

I Just Inherited a Large Amount of Money. What Do I Need To Look Out For?  Perspective from a Pittsburgh Wealth Manager

Posted on January 15, 2022 by Brian Werner CFA®, CFP®

Managing sudden wealth can be a daunting task for someone not used to managing money. Who can you trust to help you manage this newfound wealth?  How do you know

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