Winthrop Partners

Alldredge Fee-Only Wealth Management

At Alldredge Fee-Only Wealth Management, we are committed to providing comprehensive and holistic financial planning and wealth management services. Our approach is based on the belief that financial planning is an ongoing process rather than a one-time event. We provide independent, unbiased advice to our clients, without taking commissions or referral fees from third parties. This helps us to maintain a strong level of trust with our clients. Our team has extensive experience in the financial planning industry and we strive to provide our clients with the best possible advice. We understand the importance of developing a personalized plan in order to reach the desired financial goals. We are here to help guide our clients through the complex world of financial planning and investments.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Lawrence Wealth Management

Lawrence Wealth Management LLC (LWM) was founded in 2008 with a mission to provide wealthy families with fee-only investment management and financial planning services. As a fiduciary, LWM's interests are aligned with those of its clients. LWM serves a limited number of clients with $1 million or more in investment assets. For these clients, LWM provides customized portfolios and specializes in "Responsible Investing". If you would like to learn more about LWM's services and see if it's the right fit for your needs, please contact us to have a confidential discussion.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.

Annette Di Bello, CPA, CFP® - Di Bello Financial Inc. is a fee-only investment management firm with two locations in Irvine and Carlsbad, California. Clients can meet with Annette Di Bello for an initial consultation at the Irvine office, and subsequent meetings are available at the Carlsbad location. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Homrich Berg

Homrich Berg is a nationwide independent wealth management firm that has been providing unbiased, fee-only investment management and financial planning services since 1989. As the leader of the financial team, the firm works with high-net-worth individuals, families, and not-for-profits, managing over $3.8 billion for 1300 client relationships across the country. At Homrich Berg, clients can expect top-notch service from a highly experienced team that seeks to provide expert financial advice and guidance. The firm is committed to helping clients reach their financial goals while promoting transparency and accountability.

Align Wealth Management

Align Wealth Management is a fee-only wealth management firm dedicated to helping families with more than $750,000 in investable assets. We act as fiduciaries, meaning we always put our clients' interests first. We collaborate with each family to ensure they are on the right track to achieving their goals without taking too much risk, incurring too many costs or incurring too much tax. Our experienced team of financial advisors have the expertise and experience to help our clients make informed decisions about their investments and financial strategies. We provide tailored services that are designed to fit the individual needs of each family. Our advisors have access to the latest technology and resources to ensure our clients have the best possible experience.

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

Annex Wealth Management

Annex Wealth Management is a leading fee-only Registered Investment Advisor (RIA) in Wisconsin. We provide comprehensive wealth management services ranging from investment management to estate planning and tax advice. Our mission is to provide a personalized client experience through a centralized model that ensures quality interactions with our team of experts. Utilizing the latest technology, our Investment Policy Committee leads investments that follow core and tactical principles. To further assist clients, we offer weekly radio broadcasts, a YouTube channel of informational videos, and a weekly newsletter.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Forza Investment Advisory, LLC

Forza Investment Advisory LLC is a Registered Investment Advisory firm based in Westfield, NJ, providing fee-only investment advisory and portfolio management services to clients with investable assets over $500,000. Our services are tailored to individuals, families, small businesses and other institutions. We offer a wide range of services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other investment planning. We also specialize in Separately Managed Accounts (SMA's) for ERISA Plans, Rollover 401K into IRA, and other complex investments. Our team is experienced in managing different types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans, and more.

Hanke Wealth Management Firm

Introduction: As an independent firm serving individuals, we serve as fiduciaries -- without the interference of sales managers and without the conflict of interest posed by commission compensation. Hanke & Co. Wealth Management, LLC is a fee-only Registered Investment Advisor. Service: Our team strips away the financial jargon and speaks to our clients in plain English. We take a look at their financial problems through multiple lenses - investment, tax, law, etc. Our clients walk away with insight, clarity and actionable next steps. Common questions: Do I have enough to retire? Am I invested in a way that makes sense for my situation? Should I have more bonds? Am I doing all I can to reduce my taxes? Should I payoff my mortgage? How am I going to pay for college? Should I sell my home? How do I know the assets I leave behind are distributed according to my wishes? Look！ The initial consultation is free and there's no obligation.

Bogart Wealth

Bogart Wealth is an independent, fee-only wealth management firm guiding corporate executives, professionals, and families on their paths to and throughout retirement.  Our approach is to fully understand your dreams -- not just your "risk profile" -- and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.   As a Registered Investment Advisor (RIA), we're held to a fiduciary standard, which gives our clients the confidence that everything we do is always in their best interest.  Working with Bogart Wealth means only paying for expert guidance -- no hidden costs, no broker commissions. When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you - and your financial plan. Our services include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

New Stage Investment Group®

At New Stage Investment Group®, we strive to put our clients first. We offer a variety of options that give our clients the flexibility to choose the best fit for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our team of professionals is dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and IRA investments, insurance, long-term care and tax-related investments. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

Lourd Capital Management

Lourd Capital Management is a fee-only wealth manager focused on meeting the financial needs of high-profile individuals such as business leaders, artists, entertainers, and athletes. We understand their unique challenges and strive to provide them with the confidence and peace of mind that comes with making smart financial decisions. Our team of experts is dedicated to delivering personalized, comprehensive financial solutions tailored to each client’s individual needs. We are committed to helping our clients simplify their lives by taking care of their everyday financial matters so they can focus on their own passions. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.