Pittburgh, PA Office

Winthrop Partners – WPA, LLC provides investment advisory services to individuals, high‑net‑worth clients, trusts, estates, pension plans and business entities, offering discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a subscription planning service. The firm constructs portfolios using individual equities, mutual funds and ETFs and maintains programs to address concentrated “legacy” positions and mutual fund/ETF allocations.

Winthrop’s process begins with a discovery‑oriented financial planning intake and uses a combined top‑down/bottom‑up fundamental approach to set asset allocation and select securities, with model ranges described from Ultra Conservative to Aggressive Growth. The firm coordinates with clients’ tax and estate advisors, conducts at least annual reviews, and applies tax‑efficient fixed‑income laddering and diversification strategies where appropriate.

The WPA brochure discloses that it operates alongside affiliated advisors (Winthrop Partners – WNY and –EPA) under common control, treating affiliated personnel as supervised persons and sharing compliance policies, and it documents the use of third‑party promoters who receive cash compensation and associated promoter disclosures (Item 14). The brochure also notes a recommended custody relationship with Raymond James and receipt of software, trading and research support from that custodian, a relationship the firm identifies as a potential conflict of interest.