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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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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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