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Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.

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Winthrop Partners

Winthrop Partners

Fiduciary Financial Advisor & Wealth Management

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Financial Planning Process

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  • Financial Planning Process

Financial Planning Process

We see our task as guiding individuals towards long term financial security and the achievement of their financial goals. Our clients work hard and so should their investments. We help them create efficient and robust financial plans and investment strategies to support them over the long term. We help clients understand and feel comfortable about their cash reserves, expenditures, sources of alternate and supplemental income and the tax impact of their decisions. A customized plan tailored to your personal situation also helps us ensure that we have established a clear direction for pursuing your financial goals.

Understand

Understand

The key to financial planning is to truly understand the client, their financial circumstances and their financial goals. Frequently this process also involves understanding the client’s family dynamics. We take time, ask the right questions and actively listen to our clients so that we gain a highly nuanced understanding. Only after we have a thorough understanding of our client, do we begin to formulate a plan.

Design

Design

During this phase we establish risk management parameters, create an asset allocation strategy, develop an investment policy, and ultimately develop a financial strategy and plan with your long-term and short-term goals in mind. There are times when we collaborate with other trusted advisors you have, such as your accountant, attorney, trustees or family members.

We finalize our recommendations and present them to you, answer your questions, make any necessary adjustments and outline the actions for implementing your plan. We design these plans so that they can be easily updated in the future as your circumstances change.

Implement

Implement

Once the plan meets with your approval, we implement it by making investments on your behalf. We focus on investments that meet our due diligence process, diversifying between growth, high value stocks, ETFs, bonds. We will be fully engaged in opening and transferring accounts, reviewing key issues and using the extensive resources available to us through Raymond James.

Monitor

Monitor

As a fiduciary it is our responsibility, not only to build and implement your investment portfolio, but to monitor and review it on a regular basis to ensure that your investments are aligned with your financial goals. Investment management is not a one-time event but rather an ongoing dynamic process that evolves as one’s assets grow and life changes occur.

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Winthrop Partners Doylestown
Winthrop Partners Pittsburgh
Winthrop Partners Buffalo
Winthrop Partners Miami
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