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Winthrop Partners: Miami, FL
Winthrop Partners is a fee-only financial advisor located in the Doral neighborhood of Miami, Florida. We are located just off the Palmetto Expressway, and can meet in-person at our office, or virtually. We work with year-round Miami residents and snowbird clients. The Winthrop team provides independent, conflict-free financial planning and investment services, and we possess specialty knowledge pertaining to Florida state laws that affect taxes, investing, and wealth management and transfer.
Winthrop Partners can help those in and around Miami 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.