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.
  • Client Access
  • Free Consultation

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
  • Resources
    • Our Blog
    • Video Library
    • Market Updates
    • White Papers
  • 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
  • Resources
    • Our Blog
    • Video Library
    • Market Updates
    • White Papers
  • Contact Us

Angela Sorensen

  • Home
  • /
  • Our Team
  • /
  • Angela Sorensen

Angela Sorensen

Contact Information

Winthrop Partners Doylestown
Winthrop Partners Pittsburgh
Winthrop Partners Buffalo
Winthrop Partners Miami

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


Image011
NAPFOLRGLogo
NAPFALogo
CFA Logo 300x300
Mdp Color Transparent Small
Copyright © 2023 Winthrop Partners | Disclosure Statement | Privacy Policy | Sitemap