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, has been named to the Forbes Best-in-State Wealth Advisors list for 2024, 2025, and 2026. In 2026, Winstone Wealth Partners was also recognized as a Forbes Best-in-State Wealth Management Team.
While we’re honored by these recognitions, they’re ultimately a reflection of something much more important: the trust our clients place in us and our commitment to delivering thoughtful guidance, personalized planning, and exceptional service.
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.
Winstone Wealth Partners was named a Forbes 2026 America’s Best-In-State Wealth Management Teams, developed by Shook Research on 1/7/2026 based on the period 3/31/2024 to 3/31/2025.
Jeff Green was named a Forbes 2026 Best-In-State Wealth Advisor, developed by Shook Research on 4/7/2026 based on the period 6/30/2024 to 6/30/2025.
No compensation was paid to Winstone Wealth Partners, Jeff Green, or its affiliates in connection with consideration for, receipt of, or use of the rating, or for related products and services, including licensing rights and promotional materials.
The rating was based on a review of eligible firms and determined using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records. The methodology does not evaluate the quality of services provided. Third-party ratings and recognitions are not indicative of future investment results and do not guarantee that a client or prospective client will experience a higher level of performance or results.
What truly differentiates Winstone Wealth Partners from other wealth management firms is that we genuinely care about our clients. We don’t have solely transactional relationships with them – we go above and beyond to really understand their needs and provide exceptional service. With multiple team members familiar with each client’s situation, we work to provide deeper insight and more comprehensive solutions.