Winthrop Partners
960 Penn Avenue, Pittsburgh, Pennsylvania, United States
About the Winthrop Partners
Winthrop Partners is a finance institution located at 960 Penn Avenue in Pittsburgh, Pennsylvania. As a fee-only financial advisor serving the Greater Pittsburgh region, our team, led by Brian Werner CFA®, CFP®, specializes in investment management services tailored to Pennsylvania state laws. We prioritize our clients' goals and objectives, acting as fiduciaries to always act in their best interest. Our core value of integrity is reflected in our commitment to not accept compensation from third parties. With multiple locations across the United States, including Pittsburgh, Buffalo, Doylestown, and Doral, we are dedicated to providing top-notch wealth management services. As featured in Barron's Online, Fortune, Investors Business Daily, USA Today-Money, and the Wall Street Journal, Winthrop Partners is your trusted partner for financial success. Contact us today to schedule a consultation with one of our fee-only investment advisors.
Photos of Winthrop Partners
960 Penn Ave #1001, Pittsburgh, PA 15222, United States
Opening hours of Winthrop Partners
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Winthrop Partners
"Brian is professional, easy to talk with and has invested our money wisely over the years. I felt comfortable recommending Brian to my friends and family. We like that he shares his family experiences with Linda and I ie, vacations etc."
"Peace of Mind. There is nothing quite like it, nothing that really compares, and it’s the very core of a good and happy life, especially in your twilight years. Where my wife Susan and I are now. The catalyst to that peace of mind is financial stability, and knowing your life savings is in the right hands, there when you need it. And especially, when you don’t need it. But knowing that its safe and growing and in a good and right place. Knowing that takes so much anxiety out of growing old and dealing with all that life throws at us. There are few things in life more important than knowing your funds are in the right hands — It’s is one of the best things that can happen to you. I had my own company for years, and grew it into something substantial and then sold it to pursue other goals. The work, the sweat, the rhythm of crisis that is always part of the journey — all that — is an investment that really cannot be measured. That’s why having our life savings with Winthrop is one of the best decisions we’ve ever made. Through down turns in the market, through Covid, dancing through all the financial raindrops, we never worried. The monthly statements — candid and easy to read — are loaded with wisdom and understanding and — honesty. Their core value. As you know, life itself is simply love and relationships. Having Winthrop on our side is one of the most important relationships we ever made. Ray and Susan Werner"
"Brian and the team at Winthrop have always been open and approachable with my questions regarding portfolio goals, design and performance. He is a very patient with clear explanations and forward thinking reasons for the investments he advises. Brian and Winthrop always act in my best interest and are wonderful to work with. I would highly recommend them for anyone with a long term investment need ."
"I've worked with a few different advisors over the years, including those affiliated with both large and small firms. I always left feeling unsatisfied, and like my advisors barely looked at my finances, let alone thought about my family's long-term goals after the initial meeting. When I started working with Winthrop Partners a few years ago, Brian and his team immediately took time to learn about me and my unique financial situation. And it wasn't just in the initial meeting. Over the years, I have always felt like someone is actively managing my portfolio - between quarterly in-person meetings, frequent email updates, and regular communication, I never wonder what is happening with my money. When we talk, they never make you feel rushed and always review your portfolio comprehensively, offering suggestions, options, and advice on how to best diversify your investments. Brian’s calm demeanor and good listening skills are very reassuring during times of high market volatility. I trust Brian with my investment and retirement portfolio, and strongly recommend Winthrop Partners to others who are looking for high-touch, sound guidance.* *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS."
"I highly recommend Winthrop Partners for your financial planning needs. While I have had several financial advisers in the past, I was never satisfied with their level of knowledge, and maybe more importantly to me, their commitment to service. It seemed like my account was on autopilot. With Winthrop, I am confident my investments are actively monitored and managed. We signed up with Brian Werner for our retirement planning, a big part of which was planning our daughter's college fund. Brian is an experienced advisor and could not be more knowledgeable or personable. But what sets him apart is that he listens to you and then takes the time to share that knowledge with you. Whenever I have any questions, Brian is a quick call away, and he is always prepared to provide the guidance I need to secure my family's future. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS."
-
InR Advisory Services, LLC
115 W State St #300, Media, PA 19063, United States
-
White Birch Consulting
2342 Fitzwater St Unit C1, Philadelphia, PA 19146, United States
-
Darwin Smith
2600 MacDade Boulevard Suite 559, Holmes, PA 19043, United States
-
The Catanella Institutional Consulting Team - UBS Financial Services Inc.
1735 Market Street Mellon Bank Center, Philadelphia, PA 19103, United States
-
Merrill Lynch Financial Advisor Craig G. Hacker
300 W State St 2nd Floor, Media, PA 19063, United States
-
Paragon Capital Avisors, LLC
1489 Baltimore Pike #207, Springfield, PA 19064, United States
-
Grace Financial Advisors LLC
111 Brookside Rd, Newtown Square, PA 19073, United States
-
Rose Valley Asset Management
21 W Front St, Media, PA 19063, United States
-
Independence Financial Consultants
832 N Newkirk St, Philadelphia, PA 19130, United States
-
Concordia Financial Group
1650 Market St, Philadelphia, PA 19103, United States
List of businesses, places and services in Pennsylvania
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos