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Doylestown, PA Office

Pittsburgh, PA Office

Buffalo, NY Office

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Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Disclosure Documents

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Disclosure Documents

Winthrop Partners

Form ADV Part 2A – Disclosure Brochure
Form ADV Part 2B – Combined Brochure Supplement
Form ADV Part 3 CRS
Privacy Policy

Brochure Supplement: Thomas J. Saunders
Brochure Supplement: Ryan Carney
Brochure Supplement: R. Brian Werner, CFA®, CFP®
Brochure Supplement: Jennifer D. Roberts CHFC®
Brochure Supplement: Thomas Bunting III

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Full Name *

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Phone Number

How far away are you from retirement? *

1-5 Years
6-10 Years
11+ Years
Already Retired

What is the value of your investments? *

<$500,000
$500k - $1M
$1M+

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