Winthrop Partners - Wny, 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, and is based in New York. The firm's principals are Thomas J. Saunders, R. Brian Werner, and Ryan J. Carney. Winthrop offers services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities, with no strict minimum account size but a minimum advisory fee of $500. The firm manages approximately $263,834,384.00 of clients' assets, primarily on a discretionary basis. Winthrop charges up to 1.5% of managed assets as an annual fee, with a minimum advisory fee of $500. The firm also offers financial planning and subscription services for a fixed fee based on the complexity of services provided. Winthrop primarily allocates clients' assets among individual debt and equity securities, ETFs, and mutual funds, tailoring its services to individual client needs and risk tolerance. The firm's investment strategies include fundamental analysis for individual stocks and a diversified portfolio approach using mutual funds and ETFs. Winthrop does not provide performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the option to grant Winthrop investment discretion, allowing the firm to make investment decisions on their behalf.