Sitemap

Pages:

• Home
• Overall Process
• Investment Management Process
  • Intro To Investment Management
  • Investment Process
  • Creating An Individualized Plan
  • Monitoring & Revising The Plan
• Financial Planning Process
• The Winthrop Difference
  • Being a Fiduciary
  • Portfolio X-Ray
  • Risk Assessment & Evaluation
  • Initial Allocation Strategy
  • Initial Goal Planning & Assessment
  • Investment Policy Statement
• About Us
• Disclosure Documents
• Giving Back
• Working Together
  • Comfort Zone
  • 24 Hour Access
  • Regular & Special Meetings
  • Market Updates
  • Additional Planning
• Ways We Can Help
• Our Team
  • Thomas J. Saunders
  • R. Brian Werner, CFA®, CFP®
  • Ryan Carney, CFP®
  • William D. Sands, Jr.
  • Deborah A. Stauring, CFP®, ChFC, AIF
  • Jennifer D. Roberts, ChFC®
  • Christy Bozard
  • Thomas Bunting
  • Bill J. Williams
  • Angela Sorensen
  • Kyle Bubeck
• Financial Resources
• Career Opportunities
  • Upload Resume
• Contact Us
  • Doylestown, PA
  • Pittsburgh, PA
  • Buffalo, NY
  • Miami, FL
• Disclosure Statement
• Video Library
• Transitioning Advisor
• Financial Advisor
  • Doylestown, PA
  • Pittsburgh, PA
  • Buffalo, NY
  • Buckingham, PA
  • Upper Makefield, PA
  • Clarence, NY
  • Amherst, NY
  • Mt Lebanon, PA
  • Fox Chapel, PA
  • Lakeview, NY
  • Chalfont, PA
  • Monroeville, PA
  • Murrysville, PA
  • Oakland, PA
  • Williamsville, NY
  • Orchard Park, NY
  • Solebury, PA
  • Warrington, PA
  • New Hope, PA
  • Aspinwall, PA
  • Irwin, PA
  • Warwick, PA
  • New Britain, PA
• Wealth Management
  • Chalfont PA
  • Buckingham PA
  • Doylestown PA
  • Mt Lebanon PA
  • Fox Chapel PA
  • Monroeville PA
  • Murrysville PA
  • Pittsburgh PA
  • Oakland PA
  • Upper Makefield PA
  • Solebury PA
  • Warrington PA
  • Newtown, PA
  • Aspinwall, PA
  • New Hope, PA
  • Amherst, NY
  • Irwin, PA
  • Buffalo
  • Clarence, NY
  • Lakeview, NY
  • Orchard Park, NY
  • Williamsville, NY
  • Warwick, PA
  • New Britain, PA
• Fiduciary
  • Buffalo, NY
  • Buckingham, PA
  • Clarence, NY
  • Amherst, NY
  • Doylestown, PA
  • Fox Chapel, PA
  • Mt Lebanon, PA
  • Pittsburgh, PA
  • Upper Makefield, PA
  • Chalfont, PA
  • Monroeville, PA
  • Orchard Park, NY
  • Murrysville, PA
  • Oakland, PA
  • Lakeview, NY
  • Solebury, PA
  • Warrington, PA
  • Williamsville, NY
  • Wrightstown, PA
  • Irwin, PA
  • Murrysville, PA
  • Greensburg, PA
  • New Britain, PA
  • Warwick, PA
  • Aspinwall, PA
• Sitemap