REQUEST A COMPLIMENTARY CONSULTATION

Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.
  • This field is for validation purposes and should be left unchanged.
  • Blog
  • Videos
  • Market Updates
  • White Papers
  • Client Access
  • Contact Us
  • Market Updates
  • White Papers
  • Client Access

Fiduciary Financial Advisor & Wealth Management

  • Home
  • Working Together
  • Our Difference
  • Our Services
    • Overall Process
    • Investment Management Process
    • Financial Planning Process
    • Transitioning Advisor
  • About Winthrop
    • About Us
    • Our Team
    • Disclosure Documents
    • Giving Back
    • Career Opportunities
    • Our Blog
    • Weekly Financial Updates
    • Video Library
  • Resources
  • Contact Us
  • Home
  • Working Together
  • Our Difference
  • Our Services
    • Overall Process
    • Investment Management Process
    • Financial Planning Process
    • Transitioning Advisor
  • About Winthrop
    • About Us
    • Our Team
    • Disclosure Documents
    • Giving Back
    • Career Opportunities
    • Our Blog
    • Weekly Financial Updates
    • Video Library
  • Resources
  • Contact Us

Our Team

  • Home
  • /
  • Our Team

Our Team

Thomas J. Saunders

Thomas J. Saunders

Brochure Supplement: Thomas J. Saunders

(267)454-4585
thomas.saunders@winthroppartners.com
https://www.linkedin.com/in/thomasjsaunders
Schedule An Appointment

Read Bio

R. Brian Werner, CFA®, CFP®

R. Brian Werner, CFA®, CFP®

Brochure Supplement: R. Brian Werner, CFA®, CFP®

(412)281-1470
brian.werner@winthroppartners.com
https://www.linkedin.com/in/brianwerner-cfa-cfp
Schedule An Appointment

Read Bio

Ryan Carney

Ryan Carney

Brochure Supplement: Ryan Carney

(716)322-7478
ryan.carney@winthroppartners.com
https://www.linkedin.com/in/ryanjcarney
Schedule An Appointment

Read Bio

William D. Sands, Jr.

William D. Sands, Jr.

Brochure Supplement: William D. Sands, Jr.

(215)680-1481
William.sands@winthroppartners.com
https://www.linkedin.com/in/william-d-sands-jr-b611327

Read Bio

Thomas Bunting

Thomas Bunting

Brochure Supplement: Thomas Bunting

(215)850-9973
thomas.bunting@winthroppartners.com
https://www.linkedin.com/tom-bunting-8736481/

Read Bio

Angela Sorensen

Angela Sorensen

(724) 884-3233
angela.sorensen@winthroppartners.com
https://www.linkedin.com/in/angela-sorensen-543b8030/

Read Bio

Jennifer D. Roberts, ChFC®

Jennifer D. Roberts, ChFC®

Brochure Supplement: Jennifer D. Roberts, ChFC®

jennifer.roberts@winthroppartners.com

Read Bio

Deborah Stauring

Deborah Stauring

deborah.stauring@elleverage.com

Read Bio

Kyle Bubeck

Kyle Bubeck

krbubeck@beaconcompliance.com

Read Bio

Contact Information

Winthrop Partners Doylestown
Winthrop Partners Pittsburgh
Winthrop Partners Buffalo

New Client Worksheets

Financial Document Checklist
Life Values Worksheet
Financial Planning Timeline

Financial Resources

Barron's Online
Fortune
Investors Business Daily
USA Today - Money
Wall Street Journal


winthrop_logo

NAPFOLRGLogo
NAPFALogo
Mdp Color Transparent Small
Copyright © 2022 Winthrop Partners | Disclosure Statement | Privacy Policy | Sitemap