The term “Wealth Management” is a broad term that encompasses multiple services. It is generally a suite of services that are geared towards the needs of high net worth clients. It is a consultative process whereby the advisor gleans information about the clients’ wants and tailors a custom strategy utilizing appropriate financial services. The most common application of wealth planning is a combination of comprehensive financial planning and investment or portfolio management. These two services often go hand-in-hand and the financial planning process informs and guides the investment process.
Wealth Management is different from other financial advisor services in a number of important ways. First, it is usually performed by an advisor who charges a fee instead of an advisor who takes a commission for selling a product. These “fee-only” advisors are often also held to the fiduciary standard, which requires them to act in the best interests of their clients at all times. Commission based advisors generally sell a product that addresses a specific need of the client, versus a fee-only advisor who provides comprehensive wealth management. Wealth Managers also often focus on financial planning. Planning generally includes retirement cash flow planning and planning for specific goals such as college expenses, weddings, new home purchases, etcetera.
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Why Winthrop Partners
Individual investments and markets fluctuate over time. As wealth management professionals serving Upper Makefield, PA Winthrop Partners takes a comprehensive approach to financial services. As wealth managers we are often held to a higher standard of practicing than are other financial advisors as they offer planning services and investment management for their clients. Other financial advisors who are not wealth managers generally only offer a subset of the services that wealth managers provide as a full service.
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.
Wealth Management Upper Makefield, PA
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.
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