Who We Serve
While we proudly work with a diverse range of clients, we have found that our strategic approach is
most impactful when serving a select group of individuals who share our values and vision for financial success.
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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
We tend to do our best work with:
When your interests come
first, it shows.
At Winstone Wealth Partners (formerly Green Financial Group), we believe that putting people first isn’t
just the right thing to do — it’s the reason we’ve earned prominent recognition for our work.
Our Founder Jeff Green being named to the Forbes Best-in-State Wealth Advisors List in 2024 and 2025 is more than an honor — it’s a
reflection of the trust our clients place in us, and the consistency, care, and clarity we bring to every relationship.
We know the financial industry can often feel cold or impersonal. That’s why we do things differently.
We treat our clients like family. We listen, plan, and advise with purpose — always with your best interests at the core.
But don’t just take our word for it — check out what a few of our clients have to say.
Forbes Best-in-State Wealth Advisors (2025) The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
I love that we truly put our clients first. It’s not just something we say—it’s something we live out in every conversation, every strategy, and every decision. The team here is incredibly supportive, and we all work together to make sure our clients feel confident in their financial future. There’s a real sense of purpose in what we do, and I appreciate being part of a firm that values both its clients and its team members.