Winstone Wealth Partners is a wealth management firm and virtual family office serving families around the country. We do our best work with:
Ages 50+
Future-focused investors who have established wealth and are seeking strategies for preserving, growing and sharing it with their next generation.
$2 Million+
Investors and families who have established their wealth and are ready to make a plan for at least $2 million of their investable assets.
Value Expertise
Clients who are committed to achieving their financial goals and understand the value of working with a dedicated team of professionals to navigate their financial journey with confidence.
Our 4-Step Process
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.
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.
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.
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.
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.
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.
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.
Remember: you’re the boss.
We believe true financial advising isn’t just about numbers and tools; it’s about trust and relationships. So we work hard during the process described above to get to know you and discover if we are a good mutual fit up front. Please know that we will never pressure you into any kind of decision with us – we want it to feel right for you, too. At the end of the day, you are the boss and in control of your financial destiny. We are just here to offer our expertise and guidance.
While we strive for long-term relationships, we understand that the decision to work with us is ultimately yours. We believe in being easy to hire and easy to fire – if you ever feel unsatisfied with our services, you’re free to walk away with no commitment. But if you are seeking a genuine partnership based on authenticity and transparency, then you’ve found the right place with Winstone Wealth Partners.
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