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Winthrop Partners: Doylestown, PA
Winthrop Partners is a fee-only financial advisor located in Doylestown in the heart of Bucks County. Thomas Saunders manages the office and provides Doylestown-based investment management services to our clients. Thomas and his team possess specialty knowledge pertaining to Pennsylvania state laws that affect taxes, investing, and wealth management and transfer.
Winthrop Partners can help those in and around Bucks County with the following services:
- Retirement Planning
- Investment Management
- Advisor Transitions
- General Financial Planning
At Winthrop Partners, our clients’ goals and objectives take precedence. We are fiduciaries, which means we are ethically bound to act in the client’s best interest. We firmly believe that wealth management services should be delivered with the utmost integrity, which is why we do not accept compensation from third parties for any of our services. Our core value of “We Invest In You Before You Invest With Us” forms the foundation of our culture and reflects our commitment to prioritizing our clients’ needs above all else.