Winstone Wealth Partners

Financial ServicesTexas, United States2-10 Employees

Winstone Wealth Partners functions as a boutique wealth management practice and virtual family office serving high-net-worth families across the United States. Its services cover financial and retirement planning, investment management, risk management, tax strategies, estate planning, and virtual family office support. The firm was established in 2008 as Green Financial Group by Jeff Green and is based in Houston, Texas.

Within the financial services industry, the company emphasizes a client-centered approach, aiming to treat clients as more than just assets. It operates within the Raymond James framework, offering securities through Raymond James Financial Services, Inc. and investment advisory services through Raymond James Financial Services Advisors, Inc. The planning process is described as tailored to each client's needs rather than a one-size-fits-all approach.

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