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Winthrop Partners
- Finance
- Pittsburgh, PA
About this business
Winthrop Partners an Independent Registered Financial Advisory (RIA) we specialize in Investment Management, Wealth Planning, Financial Planning , Retirement Planning. Winthrop is a fee only investment manager who functions as a Fiduciary for our clients. Our Credentials include Certified Financial Planner, Chartered Financial Analyst. We Serve clients across the country with offices in Pittsburgh, Philadelphia, Buffalo.
Location details
101 E Swissvale Ave, Pittsburgh, PA, 15218, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 7:00 a.m. to 6:00 p.m. | |
| Tue | 7:00 a.m. to 6:00 p.m. | |
| Wed | 7:00 a.m. to 6:00 p.m. | |
| Thu | 7:00 a.m. to 6:00 p.m. | |
| Fri | 7:00 a.m. to 6:00 p.m. | |
| Sat | 7:00 a.m. to 6:00 p.m. | |
| Sun | Closed |
Competence is a minimum expectation when working with a wealth management entity. Schwab, Merrill, Fidelity, & the other 'big guys' are all certainly competent. But I needed someone I could collaborate with, that I could talk to, that I could work with to develop MY plan, and most importantly someone I felt I could really trust. I trust Brian Werner & the Winthrop Partners team to work hard, to stay on top of what's going on in the market, and to put my best interest first.
I have worked with Brian W for several years and my only regret is that I wished we had started with him much sooner! Brian has helped my husband and I plan for retirement, manage our accounts, and prepare for significant life events like paying for our daughter's weddings, birth of a grandson and vacations. Brian is open, honest and responsive. He welcomes interaction and gets back to me quickly. We appreciate his ability to break down financial jargon into something that is understandable. He always considers our preferenc... read more
When I signed on with Brian and Winthrop earlier this year, I had no idea what to expect. I had met with other fiduciaries in the area, but Brian and his team were by far the most honest, and made me feel the most confident in my decision to do business with them. I have absolutely no regrets whatsoever. I have never worked with a fiduciary before prior to this however, I will say that Brian and his team have done an amazing job alleviating any concerns. Being a millennial and witnessing such an unpredictable market, the fut... read more
Competence should be a minimum expectation when working with a wealth management entity. Schwab, Merrill, Fidelity, & the other 'big guys' are all certainly competent. But I needed someone I could collaborate with, that I could talk to, that I could work with to develop MY plan, and most importantly someone I felt I could really trust. I trust Brian Werner & the Winthrop Partners team to work hard, and to put my best interest first.
Brian W is honest and always has his clients best interests in mind. I would highly recommend!
Frequently asked questions about Winthrop Partners
How is Winthrop Partners rated?
Winthrop Partners has a 5 star rating with 5 reviews.
When is Winthrop Partners open?
Winthrop Partners is closed now. It will open on Monday at 7:00 a.m.
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