Search Blog
Categories
April 2016
M T W T F S S
 123
45678910
11121314151617
18192021222324
252627282930  

Tags

Locust Capital & Winthrop Financial form Joint Venture

247PRESSRELEASE

Two wealth management firms form joint venture, to serve the Western New York’s professional and business communities.

PHILADELPHIA, PA, April 02, 2016 /24-7PressRelease/ — Locust Capital Management, LLC, of Philadelphia and Winthrop Financial Inc. of Buffalo, have formed a joint venture, Locust Capital Management-WNY, LLC to serve the wealth management requirements of young and mid-career professionals and entrepreneurs in the Western New York Market.

“Having served the investment management and wealth planning needs of hundreds of young to mid-career entrepreneurs and professionals including more than 200 Physicians and their families for close to a decade, we have come to recognize the unique circumstances and financial requirements of high profile professionals at all of the critical junctures in their careers,” said Tom Saunders of Locust Capital.

The joint venture brings together two firms to provide goals-based, open architecture investment services and customized, modular wealth planning services that address the unique financial requirements of younger professionals and entrepreneurs. In addition to investment and planning services, the firm can help clients secure mortgage and liquidity financing, insurance products, cash management services, and trust & estate services.

“Our professionals can anticipate the needs, help navigate financial transactions and avoid many challenges this group faces. We believe in constructing sensible wealth planning and investment programs to allow individuals to reach their goals without taking undue risk,” said Deborah Stauring of Winthrop Financial.

As NAPFA members the combined firms are endorsed by the MD Preferred Network and as Registered Investment Advisors, are bound to the Fiduciary Standard of customer care.

Locust Capital Management is a super-regional Registered Investment Advisor with offices in Philadelphia, PA, Buffalo, NY, Doylestown, PA, Carmel, CA and Pittsburgh, PA. The firm focuses on providing highly customized wealth planning and investment management solutions primarily to young and mid-career professionals and entrepreneurs who have unique and frequently complex financial requirements.

Winthrop Financial offers prudent investment advice and practical financial planning for individuals, families and business owners through customized financial solutions. Offering comprehensive services in portfolio and asset management, life planning, goal planning components and trust management, Winthrop focuses on helping individuals with their life transitions, from young professionals accumulating assets, to affluent individuals and families, to those close to or in their retirement years.

If you would like more information, please call or text Ryan Carney at 716-868-8385 or email him atRCarney@locustcap.com.

About Locust Capital Management LLC
Locust Capital Management provides customized investment advisory solutions to individuals, families and corporations. The Advisors at Locust Capital Management are able to eliminate the complexities of managing wealth for their clients. Locust Capital will work with each client to develop a tailored investment policy to address client specific needs and requirements.

Locust Capital clients’ portfolios are customized in a tax efficient manner using multiple asset classes and a “best of the breed” manager selection. Our open architecture platform allows us to provide independent and objective recommendations based on your financial needs and goals. By integrating the various financial needs such as wealth management, taxes, estate and wealth transfer, asset protection, insurance needs, and philanthropic planning, Locust Capital creates a comprehensive and well-orchestrated plan. Our client reports are comprehensive and easy to follow, allowing our clients to view their entire investment portfolio in a single, consolidated report. Strong customer service is the cornerstone to our success. Our clients can expect world class service and immediate access to one of our senior advisors. Please visit www.locustcap.com.

Locust Capital, which is regulated by the SEC, takes a fiduciary role in managing client portfolios.