Winstone Wealth Partners

Wealth Management in Houston, TX

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Introductory Call

We make sure we’re a good fit for you.

Think of this introductory call as a get-to-know-you conversation between you and the Winstone team. It's an opportunity for both of us to explore whether we’re a good match to work together.

We will ask questions to learn about your financial goals and concerns which will help lay the groundwork for our advisors to tailor our expertise to your specific needs. We will share insights into our holistic approach and discuss how our tailored strategies can support your vision for the future.

Ultimately, this call is the first step in empowering you to make an informed decision about whether partnering with Winstone is the right next step for you in your financial life – and we hope it will be.

Discovery Meeting

We get to know you better.

You are more than just a number to us; we are genuinely interested in getting to know you on a more personal level so that we continue to tailor our recommendations for you throughout our partnership together. Not only will that help us develop a more tailored strategy for you, but getting to know the clients whom we hope to serve for decades to come makes our job more meaningful and fun, too.

With that in mind, we spend this 60-minute Discovery Meeting learning more about you, your values and your goals through an interactive Mind Map exercise.

Mind Mapping a visual technique that helps us explore and organize your entire life, encompassing both financial and non-financial aspects, in a way that is easy to understand. This collaborative process fosters open communication, ensuring that both you and our team are on the same page regarding your lifestyle, goals, interests, values, important relationships, and financial aspirations.

Of course, this is also an in-depth opportunity for you to decide if we’re the right match for you. We’ll be happy to share more about our proprietary financial planning strategies and investment tactics and explain how they would apply to your unique financial situation.

Whether or not you decide to continue on with us, you will walk away from this Discovery Session with your own custom Mind Map that can help you see how various elements of your entire life – such as investments, savings, insurance, retirement planning, lifestyle goals and personal values – are interconnected in a clear and concise manner.

Information Gathering

We’ll work together to gather key information.

Next, we will start putting together your Financial Plan. Equipped with a deeper understanding of who you are, what’s important to you and your financial situation, we’ll begin to gather the documents and information we need to review in order to develop your comprehensive Financial Plan.

This is pretty much the only time we’ll ask you to do any heavy-lifting – we promise!

We will provide you with clear, easy-to-follow instructions to help us gather the information we need to get to work on your Plan. And you will have a dedicated Relationship Manager and Client Concierge to help support you as much or as little as you would like as you collect the information we request.

Financial Plan & Investment Meeting

We’ll present our financial assessment and recommendations to you.

The next step for us will be to sit down for your Financial Plan & Investment Meeting. During this 60-minute meeting, our primary objective is to ensure that your financial goals and dreams have not only been understood, but also translated into a comprehensive financial plan tailored to you. Lauren Smith, our CERTIFIED FINANCIAL PLANNER® professional and Managing Partner here at Winstone Wealth Partners will oversee the intricacies of your personalized Financial Plan, clarifying any questions you may have along the way.

This meeting also serves as the right time for us to delve into our Investment Philosophy so we can share the principles and strategies that underpin our recommendations for your portfolio. We believe in fostering a transparent and collaborative environment, empowering you to make informed decisions about your financial future. Our aim is not just to offer guidance but to instill confidence in the path we chart together, ensuring that your investments align seamlessly with your overarching objectives.

Through this meeting, we aspire to not only provide clarity and direction but also cultivate a lasting partnership built on trust and shared success.

Mutual Commitment

We’ll decide how to move forward.

Following our comprehensive get-to-know-you and planning stages, the next step in our process is Mutual Commitment. This phase marks the moment when we eagerly await your decision to embark on this journey with us. For many clients, it happens during the Financial Plan & Investment Meeting. Although for some, they prefer to deliberate more. Either way is perfectly fine with us. We remain readily available to address any lingering concerns or queries you may have, ensuring that you feel fully informed and confident in your decision.

This decision symbolizes the beginning of a collaborative journey towards achieving your financial objectives. If you choose to move forward, we're excited to combine our expertise with your aspirations, crafting a financial roadmap you can feel confident in.

Implementation Meeting(s)

We’ll present a more advanced financial plan and tailored investment strategies.

Once we've received your commitment to proceed, the focus shifts from listening and planning to action during our Implementation Meetings. This is when we really roll up our sleeves and begin the process of turning plans into reality. Whether it's one meeting or a series of meetings, our objective remains constant: to fine-tune your Financial Plan and deliver a robust Investment Strategy that aligns seamlessly with your goals.

During these meetings, we'll delve into the intricate details of your Financial Plan, refining it further to reflect any changes or insights that have emerged since our initial discussions. Our aim is to ensure that every aspect of your plan is meticulously crafted to suit your unique circumstances and aspirations.

Moreover, this is where we share your customized Investment Plan and strategy, meticulously designed to optimize your portfolio's performance while aligning with your risk tolerance and investment preferences. We'll walk you through our recommendations, explaining the rationale behind each decision and addressing any questions or concerns you may have along the way.

Monitoring & Regular Check Ins

We’ll monitor your progress.

Financial planning isn’t a one-time event; it’s a continuous journey. And we’re in this for the long haul.

Your financial advisors will regularly review your strategy to ensure we are still on track to achieve your goals. If there have been changes in your life or within the market that we need to respond to, we will give you a call or schedule a meeting to discuss our recommendations.

We’ll also schedule regular check-in calls or meetings and give you a call from time to time to see what’s going on in your life. And of course, we will always keep you up to date on happenings within the market and our office with our timely resources like our blogs, newsletters and videos. We are also happy to share our network of trusted professionals like estate planners, attorneys, CPAs, insurance professionals – and even a car buying concierge! – to support you in other aspects of your life.

The goal is that throughout our client’s experience, they truly begin to feel like members of the Winstone family so that we’re able to provide solutions beyond just dollars and cents.

Entrepreneurship In Action: What 17 Years Has Taught Me About Growing & Sharing A Business That Lasts

Posted by Jeff Green on November 6, 2025

Categories: Blog, Business & Leadership, Team Spotlight

Entrepreneurship In Action: What 17 Years Has Taught Me About Growing & Sharing A Business That Lasts

Seventeen years ago, I stepped away from the comfort of the big financial institutions where I worked to build a practice where clients come before shareholders.

After serving in the U.S. Army Airborne Infantry and spending a decade at two large investment firms, I started feeling a bit jaded about certain things I observed regarding client service. I knew there was a better way to serve families: with discipline, integrity, and a personal relationship that doesn’t get lost in layers of corporate priorities.

What began as a local, independent practice has grown into Winstone Wealth Partners: a boutique built on responsiveness and relationships, backed by the strength and stability of Raymond James. It really is the best of both worlds, and I’m so proud of how far we’ve come.

And even with a little more gray hair these days, I’m not slowing down. This is my life’s work. Winstone will be here for another 17 years—and more.

The Real Story of Entrepreneurship

People romanticize entrepreneurship as freedom. But here’s the truth: freedom comes from structure and discipline. From having the right systems, the right people, and the right values. This is what helps you move fast without breaking what matters.

Every step of the way, when I’ve found a system that works, I’ve plugged into it. That mindset (learn, adapt, implement) is a big reason we adopted the Entrepreneurial Operating System (EOS) and why we invest in great technology, comprehensive financial planning with CFP® professionals, and a culture of ownership. Entrepreneurship isn’t going it alone; it’s building a platform that makes everyone better.

Now, I want Winstone to be that platform for other advisors.

Why Advisors Choose Winstone

If you’re a solo advisor, a team leader thinking about succession, or a veteran in search of a soft landing (perhaps even moving away from the wire house treadmill), here’s what partnering with Winstone actually looks like:

Freedom on Your Terms

  • Transition your way. Ease back over years or move decisively. We’ll tailor the plan to your timeline.
  • Boutique autonomy + big-firm power. Stay independent while tapping into Raymond James’ research, trading, cybersecurity, and scale.

Growth Without Compromise

  • Scale with support. Operations, compliance, investment resources, and a dedicated in-house marketing team, all at your fingertips so you can focus on what you do best: serving your clients.
  • Keep your client experience. We enhance what’s already working in your practice; we don’t want to erase it.

An Experience That Strengthens Client Trust

  • Seamless and personal. A white-glove transition process with proactive communication that reassures clients every step of the way.
  • Boutique service, elevated depth. Personalized planning led by CFP® professionals, with the technology, scale, and stability of Raymond James behind it.

A Legacy That Lasts

  • Multi-generational team. More eyes on every plan, continuity for your clients’ families, and a deeper, multi-generational bench for complex needs and families.
  • Aligned economics. A thoughtful acquisition model with competitive monetization and upside tied to client retention and results.

A Culture That Elevates Your Team

  • Collaborative and growth-oriented. A supportive culture that values excellence, accountability, and shared success… not hierarchy or ego.
  • Empowered to thrive. Comprehensive onboarding, clear career paths, professional development, and benefits that prioritize both performance and work-life balance.

What Makes Winstone… Winstone

When I’m talking to other advisors about joining up with us, I always tell them we want to be “partners in your legacy.” That may sound like marketing talk, but honestly it’s just the simplest way I can think of to describe how we think about this work. Your life’s work deserves more than a “buyer.”

We truly believe it deserves an aligned partner who actually cares what happens to your clients, your name, and your legacy (even after you are out of the picture). Here are a few things that we feel make us special:

  • Clients-first, by design. We operate like a boutique and deliver like a national platform.
  • Proven systems. Internal processes, both for client service and team management (like EOS), keep us accountable and focused. Our processes make transitions smooth and personalized.
  • Planning depth. Your clients get access to CFP®-led planning, plus resources like our Insurance Concierge and Virtual Family Office services.
  • Real values, real culture. Bring the Energy. Keep It Real. Be a Problem Solver. Take Ownership. Work Hard, Play Hard. This is not lip-service. This is the basis for how we hire, fire, and reward our team.
  • Team you’ll want to work with. Transparent leadership, open communication, and a bias for action… plus plenty of fun along the way.

For Advisors Ready to Grow, Transition, or Protect a Legacy

Whether you want to run faster with a stronger platform, merge and keep building together, sell and step back gradually, or craft a retirement plan that truly honors your clients. we’ve built Winstone to be the partner that gets it.

If this resonates, let’s have a confidential conversation about your next chapter. I’m always happy to walk you through how we protect client relationships, support your team, and structure a win-win that respects your life’s work.

Seventeen years in, I’m as energized as I’ve ever been. This is my mission. And Winstone Wealth Partners will be here—steady, values-driven, and built to last—for the next 17 and beyond.

Book some time with me and let’s start the conversation: https://calendly.com/winstone-wealth-partners/financial-consultation-with-jeff-green

 

Isn’t it time you had a financial
partner who puts you first?

You deserve a dedicated team who brings clarity, care, and strategy to every aspect of your financial life.

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