We empower people to find freedom.
Winstone Wealth Partners is a wealth management practice and virtual family office serving high-net-worth families around the country.
Our comprehensive suite of services includes financial and retirement planning, investment management, tax and risk mitigation, estate planning and virtual family office solutions to help preserve and grow our clients’ wealth for generations to come.
We’re not just invested in your money – we’re invested in you, your family, your dreams and your legacy.
Yes, we’re here to help grow your wealth. But more importantly, we’re here to understand what truly matters to you. Helping you accomplish your life goals is how we measure our success.
Your future isn’t one-size-fits-all, and neither is our planning.
In a world dominated by short-term thinking, we focus on long-term strategies and rely heavily on comprehensive, future-focused financial planning.
We pride ourselves on the fact that our clients get a truly personalized strategy, not just a generic investment program.
We see financial planning and wealth management as a Rubik’s Cube.
Like the iconic puzzle, each family’s financial situation is unique, requiring a completely customized approach to find the right solutions. We work to ensure every move we make is in your best interest.
We treat clients like family, not account numbers.
At Winstone Wealth Partners, we see our clients as more than just a number.
We treat them like family. Each of our advisors and support staff get to know our clients in a way that you can’t find just anywhere these days.
We believe that you can’t really help someone unless you listen first.
Our clients consistently tell us they value this about us.
Not only does that enable us to serve them better in the long run, but it also makes this business more meaningful for us too.
Our Founder’s vision: Putting clients’ needs first, always.
Our clients-first approach is incredibly intentional. Winstone Wealth Partners Founder and CEO, Jeff Green, always envisioned a career in financial services, like his father before him.
So after serving in the United States Army Airborne Infantry, he spent a decade at two major investment firms.
However, Jeff’s desire to put clients first didn’t always align with the need for publicly-traded corporations to answer to their Shareholders above all.
And he had a fundamental problem with that.
Feeling that he could better serve clients with his own brand of financial advisory and wealth management service, Jeff launched his local independent practice – then, known as Green Financial Group – in 2008.
Today, and since renamed as Winstone Wealth Partners, we offer the responsiveness and personalized service of an independent boutique, backed by the strength and stability of Raymond James. We are truly the best of both worlds.
And damn proud of it.
Financial advising isn’t just about numbers — it’s about trust, relationships, and showing up when it matters most. At Winstone Wealth, we take the time to understand your whole picture so we can turn your dreams into real, actionable plans. That’s what drives us. That’s our purpose: Empowering people to find freedom.