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Pittsburgh, PA (pittsburgh EAST)
Fee-Only Financial Advisor serving the Greater Pittsburgh region
Retirement Planning Services
Winthrop Partners: Pittsburgh, PA
Winthrop Partners is a fee-only financial advisor located in the Edgewood/Regent Square area of Pittsburgh, about ten minutes from downtown Pittsburgh and just off I-376 Parkway East. Brian Werner CFA®, CFP® manages the office and provides Pittsburgh-based investment management services to our clients. Brian 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 Pittsburgh 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.
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