A Buffalo wealth management firm has formed a new venture to serve young to mid-career professionals and entrepreneurs with a focus on physicians and their families.
Winthrop Financial has joined Philadelphia’s Locust Capital Management to form Locust Capital Management WNY.
The new firm will specialize in investment planning and wealth planning tailored to younger professionals, and will assist that demographic in obtaining mortgages and liquidity financing, insurance products and cash management services as well as trust and estate services.
Locust Capital Management has offices in Buffalo and California, as well as three in Pennsylvania. Winthrop Financial, which will continue in business, gives investment and financial planning advice to businesses and consumers throughout all stages of life.