Winstone Wealth Partners

Wealth Management in Houston, TX

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We Prioritize Listening Above All

At Winstone Wealth Partners, listening to – and truly hearing – our clients is at the core of everything we do. We take the time to understand your needs, concerns and dreams on a deep level, ensuring that every decision we make is aligned with your goals and values. And this is what our clients tell us they value most about us, over and over again.

This isn’t just lip service or something fluffy we say in our marketing: we put listening into action.

One way we do this is through our in-depth Mind Mapping Process, which is a visual technique we use to explore and organize our clients' financial landscape, facilitating collaboration and ensuring alignment between clients and financial advisors. Another way clients see the way we listen in action is how proactive we are about checking in, prompting plan updates and scheduling meetings. At each of these interactions, we’re not only taking care of business, but getting to know more and more about our clients so that we can better serve them.

We Want to Simplify Your Financial Life

We understand that financial planning can feel overwhelming, but it doesn't have to be if you have the right team in place. At Winstone, we specialize in turning all that chaos into calm by becoming the point person or “quarterback” for your financial life.

In this role, we take the lead in managing your financial strategies. We help you consolidate and streamline your assets so you can truly understand how they’re working for you. We develop financial plans to help you achieve dreams you didn’t realize were possible. We serve as a sounding board for all of your questions – no matter how big or small. We collaborate with your entire team of financial professionals, from your CPA to your estate attorney and beyond.

And most importantly – we help you discover how you can enjoy the life you’ve worked so hard for. All with the least amount of stress possible for you.

We Are Relentlessly Focused on Your “Tomorrow”

The way we manage money is incredibly strategic. We of course want to see returns today but are also very focused on “tomorrow.” Our investment philosophy, the Winstone Way, is a meticulous investment approach designed to balance stability with opportunity. We recognize the importance of preserving capital and generating income to meet your current financial needs while also positioning your portfolio for long-term growth and prosperity.

We don't believe in a one-size-fits-all approach to financial planning. Instead, we see it as a complex puzzle, unique to each client – kind of like a Rubik’s Cube. We know that every move we make, no matter how small it may seem at the time, can have a big impact on your financial future. That’s why we are strategic, patient and creative in how we approach your family’s finances. We are conservative in that we rely on proven methods, but we are always open-minded to newer, more innovative opportunities that may benefit you.

We Have Big Firm Capabilities with a Personal Approach

At Winstone, we blend the resources of Raymond James Financial Services with the personalized touch of a boutique advisor whose office is just around the corner from you. As independent advisors of Raymond James, we have the flexibility to customize our strategies to align with your unique needs and aspirations, ensuring that you receive the individualized attention and support you deserve. Because we’re independent, we’re not beholden to any specific products or strategies which gives us the freedom to truly serve our clients and lead them to a path that works for them.

And unlike larger firms, with Winstone, you're not just a client – you're truly a member of our family. We pride ourselves on our ability to provide individualized attention and care, ensuring that your needs are always our top priority.

We Are Honest & Straightforward

We believe that trust is the cornerstone of every successful relationship, especially when it comes to our relationships with clients. That's why we refuse to sugarcoat things. We are committed to always being straightforward and never shy away from delivering the tough news, even if it means we need to ask you to remove those rose-colored glasses to see things more clearly.

Our dedication to being forthright means that we will always provide you with honest and straightforward advice – and you can trust that we'll always have your best interests at heart.

We Are Unapologetically Authentic

We don’t put on airs or try to be something we’re not. What you see is what you get: hardworking, straightforward professionals who lead with values, cut through the noise, and deliver results.

Our commitment to excellence is grounded in conservative values such as hospitality, independence, hard work, community, and patriotism. We blend these traditional principles with modern financial strategies to help you feel confident in your future. We’re here to serve, not to show off.

We don’t try to sound like every other firm—and we don’t want to. We’re unapologetically authentic. And we think you’ll like it that way.

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.

What Sets Us Apart

Spoiler alert: financial advisors
are all pretty much the same.

We all have access to the same mutual funds, the same stocks, the same markets, the same financial planning software, etc.

Of course, the way each advisor goes about using those tools and serving their clients can be very different.

But at the end of the day, we all have access to the same toolkit.

However, true financial advising isn’t just about numbers and tools; it’s about trust and relationships.

And at Winstone Wealth Partners, we’re not just here to manage your money.

We’re here to become your trusted confidantes.

Learn More About Us

Tailored financial advice.

Every single client is unique. They have their own set of backgrounds, preferences, challenges and dreams. And we truly enjoy getting to know them. From divorces to business sales to welcoming grandkids, we end up being privy to the most intimate details of our clients’ lives. This, of course, is what allows us to provide tailored financial advice. But it also positions us to support our clients in their lives, even beyond the balance sheet.

We understand that finding the right financial advisor is about more than just qualifications; it’s about finding someone you can connect with, trust – and even call a friend. This type of bond and trust helps strengthen our professional relationship which in turn means we’re able to provide a higher level of service in our clients’ financial lives.

That said, we know we won’t be everybody’s cup of tea. And that’s just fine.

We’re looking for folks who value authenticity, transparency and a genuine partnership when it comes to their financial future. If you’re seeking more than just a transactional relationship with your advisor – if you’re looking for a trusted ally who will stand by you through life’s ups and downs – then you’ve come to the right place.

We Prioritize Listening Above All

We Want to Simplify Your Financial Life

We Are Relentlessly Focused on Your “Tomorrow”

We Have Big Firm Capabilities with a Personal Approach

We Are Honest & Straightforward

We Are
Unapologetically Authentic

I’ve asked our clients why they do business with us and why they continue to do business with us after 20+ years. The responses were overwhelmingly very much the same and very simple. Because we listen. We hear what is on our clients’ minds and what their concerns are and we help overcome those concerns by implementing sound financial advice with truly personalized care.

Jeff Green

CEO, Winstone Wealth Partners
Financial Advisor, RJFS

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