SEC CRD #801-106947
Fee-Only Financial Advisors Fiduciaries Who Put You First About Us About Us Our Team Our Fees What We Do What We Do Financial Planning Retirement Planning Investment Management How Winthrop Partners Gives Back to the Community Who We Serve Resources Blogs Quick Guides Videos In the News Client Portal Contact Us About Us About Us Our Team Our Fees What We Do What We Do Financial Planning Retirement Planning Investment Management How Winthrop Partners Gives Back to the Community Who We Serve Resources Blogs Quick Guides Videos In the News Client Portal Contact Us About Us About Us Our Team Our Fees What We Do What We Do Financial Planning Retirement Planning Investment Management How Winthrop Partners Gives Back to the Community Who We Serve Resources Blogs Quick Guides Videos In the News Client Portal Contact Us You’ve worked hard to build your wealth. Now let’s make sure it’s working for you. Fee-only. Fiduciaries. Wealth Management Built Around You. See Our Approach ABOUT A More Thoughtful Approach to Wealth Management Your financial life is more than a portfolio. It’s a series of decisions about your future, your family, and how your wealth supports both. At Winthrop Partners, our team of CFA®, CFP®, CPA, and ChFC® professionals works with you to structure those decisions through a personalized, planning-first approach to wealth management in Buffalo, NY; Doylestown, PA; Pittsburgh, PA; and Miami, FL, and serving clients nationwide. MEET OUR TEAM Why Winthrop Is Your Financ
KELLY CHRISTOPHER
CHIEF COMPLIANCE OFFICER
📞 (267) 454-4585
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AUM
$82M
Location
BUFFALO, NY
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