Winstone Wealth Partners Employee Directory
Financial ServicesUnited States2-10 Employees
Winstone Wealth Partners is a wealth management practice + virtual family office providing high-net-worth families around the country with: ▶ Financial + Retirement Planning ▶ Investment Management ▶ Risk Management ▶ Tax Strategies ▶ Estate Planning ▶ Virtual Family Office 𝗪𝐞’𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 𝐢𝐧 𝐘𝐎𝐔, 𝐧𝐨𝐭 𝐣𝐮𝐬𝐭 𝐲𝐨𝐮𝐫 𝐚𝐬𝐬𝐞𝐭𝐬 We treat our clients like family, not account numbers. Helping you accomplish your life goals is how we measure our success. 𝐘𝐨𝐮𝐫 𝐟𝐮𝐭𝐮𝐫𝐞 𝐢𝐬𝐧’𝐭 𝐨𝐧𝐞-𝐬𝐢𝐳𝐞-𝐟𝐢𝐭𝐬-𝐚𝐥𝐥 + 𝐧𝐞𝐢𝐭𝐡𝐞𝐫 𝐢𝐬 𝐨𝐮𝐫 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 We see financial planning as a Rubik’s Cube + work to help ensure every move we make is in your best interest. 𝐎𝐮𝐫 𝐯𝐢𝐬𝐢𝐨𝐧: 𝐏𝐮𝐭𝐭𝐢𝐧𝐠 𝐜𝐥𝐢𝐞𝐧𝐭𝐬’ 𝐧𝐞𝐞𝐝𝐬 𝐟𝐢𝐫𝐬𝐭, 𝐚𝐥𝐰𝐚𝐲𝐬 We were founded in 2008 as Green Financial Group by Jeff Green. Today as Winstone Wealth Partners, we’re proud to offer boutique service backed by the strength of Raymond James. ------- Securities are offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA / SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Winstone Wealth Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
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