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.

Join Our Team

I love the energy at Winstone Wealth Partners—it’s a place that just feels good to walk into. We have a collaborative team that knows when to have fun and when to focus. The entrepreneurial mindset here is refreshing—new ideas are welcomed, and change isn’t feared. Coming from a corporate background, I appreciate how down-to-earth we are, yet it never takes away from our strong work ethic and impact we have for our clients.

Claire Holmes

Director of Marketing

Freedom, fulfillment, and flexibility aren’t perks here—they’re the standard.

At Winstone Wealth Partners, we empower people to find freedom. This doesn’t only apply to our clients, but our team as well.

We empower our team to embrace these freedoms, recognizing that when individuals have both autonomy and feel as if they are a part of something bigger than themselves, then our collective success is that much greater.

Building a great team isn’t just about hiring smart individuals – it’s about fostering a culture of collaboration, innovation and continuous improvement.

At Winstone, we invest in our team members, prioritize open communication and ensure everyone has a healthy work-life balance. Because a happy team translates to exceptional service for our clients.

The perks are great—the people make it even better.

Winstone Wealth Partners offers competitive compensation, a comprehensive benefits package, and plenty of opportunities for professional growth and development.

But perhaps the biggest perk of all is the chance to work with some of the best and brightest minds in the industry, at least in our humble opinion, all while making a real impact in the lives of our clients.

Winstone has fostered my growth by continually singing my praises and providing me the resources to never stop learning. I’m frequently uplifted and empowered to succeed. I also appreciate the time we spend together outside of the office doing extra-curricular things and just enjoying each other’s company. It’s a good reminder that we are more than just coworkers, we are friends who have our own unique lives outside of work.

Dylan Daggett

Financial Advisor, RJFS

Our Core Values

We have five Core Values that we live by. These aren’t just catchphrases; they are fundamental beliefs that drive everything we do.

Our commitment to each of these values shapes our company culture, inspiring our team members to approach challenges with passion, tackle projects with gusto and celebrate achievements with an infectious spirit.

We believe that by striving to embody these values in everything we do, we unlock the limitless potential within ourselves and drive unparalleled growth and success for our organization. Learn more on Our Core Values page.

I appreciate the cohesiveness of the team. Everyone clearly knows their roles and work collaboratively towards the goals set by the group. The team creates a supportive environment for exponential growth.

Alaina Weber

Client Concierge, Winstone Wealth Partners
Client Service Associate, RJFS

Current Opportunities

If there are no current openings available or that match your skills and experience, don’t worry – we’re always interested in hearing from talented individuals who are passionate about what we do.

Send us your Cover Letter and Resume and let’s start a conversation about how you may be a good fit for our growing team.

Contact Us

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.

Schedule My Consultation