Winthrop Partners - Pittsburgh (PA)

5 /5 Dennis Blaszkowski: We have been with Brian for almost three years now. We are very happy working with Brian. He is easy to talk to and explains everything to us so that we understand. There is no pressure with Brian, just the facts and understanding. I would recommend to anyone, to use Brian and Winthrop Partners for their financial planning needs. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

5 /5 John S.: Competence is a minimum expectation when working with a wealth management company. Schwab, Merrill, Fidelity, & the other big guys are all certainly very competent. But I was looking for someone I could collaborate with, that I could talk to, that I could work with to develop MY plan, and most importantly someone I felt I could really trust. I trust Brian Werner & the Winthrop Partners team to work hard, to stay on top of whats going on in the investment market, and to put my interest first. Winthrop Partners really does put my interest first. *This is a testimonial provided by a current client of the Advisor. No cash or non-cash compensation was provided in exchange for the testimonial. However, the testimonial is strictly the viewpoint of the current client’s experience and is not reflective of any other client’s experience. The existence of a testimonial provided by the current client is not a guarantee of the client’s experience with the Advisor in the future. The current client is not affiliated or related to the Advisor or any of its personnel in any manner. For more information, please see the Advisor’s other disclosure documents including its Form ADV Part 2A and Part 3-CRS.

5 /5 Shelby C: When I signed on with Brian and Winthrop earlier this year, I had no idea what to expect. I had met with other fiduciaries in the area, but Brian and his team were by far the most honest, and made me feel the most confident in my decision to do business with them. I have absolutely no regrets whatsoever. I have never worked with a fiduciary before prior to this however, I will say that Brian and his team have done an amazing job alleviating any concerns. Being a millennial and witnessing such an unpredictable market, the future and having retirement savings is a scary thought. I know Brian and his team have my best interest at hand, and I have no question that they will provide me with a safe and secure future.