Winthrop Partners - Epa, LLC

Winthrop Partners – WNY, LLC, along with its affiliated firms Winthrop Partners – EPA, LLC and Winthrop Partners – WPA, LLC, are SEC-registered investment advisors specializing in providing investment advisory services, financial planning, and asset management. The firm was established on March 31, 2025. Winthrop's principals are Thomas J. Saunders, R. Brian Werner, and Ryan J. Carney. The firm offers financial planning and consulting services, investment management services on a discretionary or non-discretionary basis, and a subscription service for financial planning advice. As of the most recent fiscal year, Winthrop actively manages approximately $263,834,384.00 of clients' assets. The firm operates on a fee-only basis, with annual fees typically up to 1.5% of managed assets and a minimum advisory fee of $500. Winthrop does not charge performance-based fees. The firm serves various types of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Winthrop employs a fundamental, top-down/bottom-up investment approach for individual stocks and utilizes mutual funds and ETFs for portfolio diversification. The firm does not have any disciplinary information to disclose. Winthrop does not vote client securities and does not have any financial conditions that would impair its ability to meet contractual commitments to clients.