Our Florida wealth management office is conveniently located. The Winthrop Miami, FL office manages provides wealth management services to our clients Florida and Snowbird clients.  The Winthrop team provides independent, conflict-free Pittsburgh based financial planning and Pittsburgh based investment services to our Western, PA clients.

As Financial Advisors, we act as Fiduciaries, always putting the goals and objectives of our clients before our own.  Furthermore, as Financial Planners we do not accept compensation from third Parties for any of our services.  We believe that this method is the only way wealth management services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique, and every client deserves our complete and collective expertise and attention.  We look forward to listening to you and developing strategies to meet your financial goals.