CONTACT INFORMATION: Brian Werner Website 412-281-1470 firstname.lastname@example.org
Winthrop Partners 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, Winthrop Partners 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.
ABOUT BRIAN WERNER
Everybody has a different story, both personal and financial. I enjoy learning about my clients’ stories and being a positive force in helping them realize their goals. Wealth management is a dynamic profession, which requires staying up to date on changes in markets, laws and clients’ personal situations. I am committed to the body of knowledge and continued learning that is required of top-tier professionals in this field. Additionally, I am highly motivated to protect people from many pf the predatory practices in the financial services industry.