Proudly serving: Abbington, Bryn Mawr, Doylestown, Fox Chapel, Monroeville, Mount Lebanon, Philadelphia, Pittsburgh, Radnor, Solebury & Swickley
serves the Medical and Dental Communities from Internship through retirement. Because we know the value of your degree, Winthrop has no minimum net worth requirements for physicians and dentists. We are willing to work with young professionals in these markets as they establish themselves. Winthrop is well-versed in providing financial planning advice, debt reduction and structuring strategies, mortgage structuring advice, contract and partnership structuring advice, disability and life insurance advice (Note: we do not sell insurance) and advice concerning asset protection structures and vehicles that are unique to Physicians and Dentists.
Most importantly, we are legally bound, via the Securities and Exchange Commission and culturally bound via NAPFA, to be Fee-Only Fiduciaries who are obligated to put our clients needs first, negotiate solely on our clients behalf and disclose any conflict of interest with our clients. Finally, we invest in you before you invest with us. Planning and investment services are based on trust. We provide a substantial amount of service upfront while you get to know us including: Portfolio X Rays, risk assessment and evaluations, an initial allocation strategy and initial goal planning and assessments – all prior to you investing dollar one with us.