Winthrop Partners are financial advisors that focus on helping individuals in Oakland, PA and the surrounding areas 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 Oakland, PA 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.
Empathy
We take the time to actively listen and understand you and confirm what we hear.
Fiduciary
We put you before us. We negotiate for you, not against you.
Experience
With over 150 years of combined experience this isn’t our first rodeo. Even with this experience we aren’t a bunch of old codgers wedded to yesterday’s solutions.
Fee-Only
We receive one clearly aligned fee and accept no commissions or other third party
fees that could sway our recommendations.
Execution
Knowing what to do, how to do it and when to do it are three separate skills. Intelligence defines these skills and experience hones them. He who makes the fewest mistakes wins.
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
