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About Winthrop Partners
Winthrop Partners, a fee-only financial advisor with offices in Buffalo, Doylestown, Pittsburgh, and Miami, takes pride in its unwavering commitment to clients' best interests. With a team of experienced financial planners boasting a collective 150+ years of expertise, Winthrop Partners prioritizes open communication and tailored financial plans.
Understanding that every client's comfort zone lies at the intersection of risk and return, the firm employs sophisticated methodologies, including behavioral finance techniques, to determine and minimize the risks necessary to achieve financial goals. They stand by clients throughout plan implementation, adapting as personal and economic circumstances evolve.
What sets Winthrop Partners apart is its dedication to personal service. Unlike impersonal mega-firms, their professionals are available 24/7, providing direct contact information for immediate assistance. They emphasize real, experienced representatives who genuinely care about clients' success, steering clear of gimmicks and impersonal interactions.
Winthrop Partners offers flexible meeting schedules, from frequent early-stage consultations to quarterly updates and annual reviews. Life's unpredictability is acknowledged, and the firm's adaptable planning process can accommodate any changes, protecting clients from unforeseen events.
The Winthrop Difference lies in their transparent approach, offering prospective clients valuable insights and assessments upfront at no cost or obligation. With a focus on prudent investment advice and practical financial planning, they serve clients across various life stages, from young professionals to retirees.
While the financial world may change, Winthrop Partners' unwavering principles endure. They prioritize consistent returns that align with long-term financial goals and unwaveringly place clients' best interests at the forefront of every decision. Winthrop Partners allows you to focus on what you enjoy while they manage your finances with expertise and care.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Investment Management
More about Winthrop Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 282100 | 4 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Winthrop Partners.