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Winthrop Partners - WNY, LLC

Headquartered in BUFFALO, NY

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Firm Information

Winthrop Partners - WNY, LLC is an investment advisor based in Buffalo, NY. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Winthrop Partners - WNY, LLC manages approximately $148 million in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and corporations.

Winthrop Partners - WNY, LLC

295 MAIN STREET

BUFFALO, NY 14203

$148.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WINTHROP PARTNERS - WNY, LLC has a total of 1 branch locations across the country.
location

BUFFALO, NY

Advisors at Winthrop Partners - WNY, LLC

View All 2 Advisors
Unclaimed
Jennifer Dawn Roberts

CFC®, RA

BUFFALO, NY

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Unclaimed
Ryan Carney

RA

BUFFALO, NY

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Thomas John Saunders

RA

BUFFALO, NY

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Disclosures

There are no public disclosures for Winthrop Partners - WNY, LLC.

Frequently Asked Questions (10)

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