Winthrop Partners are financial advisors that focus on helping individuals in Lakeview, NY with their life transitions. From young professionals accumulating assets to affluent individuals and families, and to those close to or in their retirement years.
Winthrop Partners will guide you towards long term financial security and the achievement of your financial goals. We help our clients create efficient and robust financial plans and investment strategies to support them over the long term. A customized plan tailored to your unique situation also helps us ensure that we have established a clear direction for pursuing your goals.
Experience has shown us that more than 90% of the individuals who have taken these initial steps see the value and ultimately become clients. Prospective wealth management clients receive a Fiduciary’s perspective on forming goals and objectives, a portfolio x-ray, a risk assessment and evaluation, initial asset allocation recommendations,and an introduction to goal planning and monitoring.
Our core value of “we invest in you before you invest with us” is the key to the culture at Winthrop Partners. We know that every client situation is unique, and every client deserves our complete and collective expertise and attention prior deciding to work with us.
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Why Winthrop Partners
Individual investments and markets fluctuate over time. As professional financial advisors serving Lakeview, NY our job is to enable you to make informed decisions using the full complement of resources at our disposal. This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, the client and outside professionals if needed.
We take the time to actively listen and ask the right questions. By understanding your unique situation and financial goals, we develop a customized and comprehensive portfolio.
Our clients are our priority. We negotiate for you, ensuring that your best interests remain at the forefront every time.
Though we hold 150 years of combined experience, our progressive mindset keeps our eyes fixed on the future.
We receive one clearly aligned fee, with no commission or third party fees influencing our recommendations.
We hold the experience, and resources necessary to manage important decisions impacting your portfolio, ensuring transparency and clear communication every step of the way.
Local Financial Advisors
Founded in 2015, Winthrop is a fee-only fiduciary operating as a registered investment advisor in Buffalo, NY, Pittsburgh, PA and Doylestown, PA. Our commitment to our clients is that we will always be on their side. We will never try and sell products or take commissions from others. We act exclusively in our client’s best interest.
Meet Our Advisors