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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 |
We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *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 ... read more
Competence is a minimum expectation when working with a wealth management company. Schwab, Merrill, Fidelity, & the other 'big guys' are all certainly very competent. But I was looking for 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 investment market, and to put my interest first. Winthrop Partners really does ... read more
Competence is a minimum expectation when working with a wealth management company. Schwab, Merrill, Fidelity, & the other 'big guys' are all certainly very competent. But I was looking for 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 investment market, and to put my best interest first. Winthrop Partners really ... read more
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
Frequently asked questions about Winthrop Partners
How is Winthrop Partners rated?
Winthrop Partners has a 5 star rating with 8 reviews.
When is Winthrop Partners open?
Winthrop Partners is open now. It will close at 6:00 p.m.
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