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.

Our Brand

The Story Behind Winstone Wealth Partners

From Green Financial Group to Winstone Wealth Partners

Our team, formerly known as Green Financial Group, has been honored to guide clients on their financial journeys since 2008. What began as a solo advisory practice built on personal relationships and trust has grown into a dynamic, multigenerational team serving families with clarity, strategy, and purpose.

Over the years, we’ve expanded our capabilities, deepened our expertise, and welcomed new talent—all while staying grounded in the values that shaped our beginnings. As our practice has evolved, we felt it was time for a name that better reflects not just where we’ve been, but where we’re headed.

We’re proud to introduce our new name: Winstone Wealth Partners.

Our History

At Winstone Wealth Partners, we’re not just a financial advisory practice—we’re a team that’s deeply committed to helping high-net-worth families achieve their financial goals. Since 2008, we’ve been investing in the financial futures of our clients, putting relationships at the heart of everything we do.

Our story starts with a strong sense of duty and a commitment to serving people—not just managing their money. After serving in the United States Army Airborne Infantry, our founder and CEO, Jeff Green, spent a decade at two major investment firms.

But the more he witnessed the corporate culture of prioritizing shareholders over clients, the more he realized he could offer something better. That’s why Jeff left to create his own independent practice, initially named Green Financial Group, with a promise to always put his clients first.

Today, as Winstone Wealth Partners, we combine the responsiveness and personalized service of a boutique practice with the stability and strength of Raymond James.

And we’re damn proud of it.

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Why The Change?

Green Financial Group proudly carried the name of our founder, Jeff Green, for over 16 years. But today, our practice represents more than one individual—it’s a collaborative team effort, made stronger by each advisor on our team, and the many future leaders we’re excited to welcome.

We chose to evolve with a new name that would honor our history and reflect our values, but also capture the forward-thinking mindset we bring to our work every day. A name that could grow with us.

Why Winstone?

After many months of research, brainstorming, and saying a lot of names out loud,
we kept coming back to one that just felt right.

Winstone blends two powerful ideas at the heart of our mission:

Win represents progress, achievement, and the goals we help our clients pursue—from retirement readiness to legacy building.

Stone reflects stability, trust, and the enduring foundation of our planning philosophy and relationships.

Together, Winstone embodies our belief that wealth management should be both purposeful and personal—built to last, but flexible enough to evolve with life.

What You Can Expect

Though our name has changed, everything that matters most stays the same:

  • Our experienced team and personalized approach
  • Our rigorous planning and investment philosophy
  • Our relationship-driven service model
  • Our affiliation with Raymond James

Most importantly, our commitment to serving you—and generations of your family—with wisdom, care, and integrity remains as strong as ever.

Looking Ahead

Winstone Wealth Partners marks a new chapter, but not a new direction. It’s a name that reflects who we are and how we serve—together.

We’re grateful for the trust of our clients and energized by the path ahead. Whether you’ve been with us since the early days or are just discovering us now, we look forward to building a financial future worth celebrating, together.

What excites me most about the future of Winstone Wealth Partners is the thoughtful and intentional approach we’re taking to growth. There’s a clear focus on expanding in ways that are truly beneficial for both our clients and employees. I’ve been so impressed with the leadership team’s big dreams and the careful planning behind them. We have so many ideas for serving our clients even better, especially with new technologies and innovations. We’re not just growing—we’re growing with purpose, and we’re in it for the long haul.

Claire Holmes

Director of Marketing

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