Winstone Wealth Partners

At Winstone Wealth Partners, we know that some of life's most important roles don't come with a job title.

Fatherhood is one of them.

We're fortunate to work with many fathers who spend years providing guidance, support, encouragement, and leadership for their families while balancing careers, responsibilities, and countless demands along the way.

That certainly describes our founder and CEO, Jeff Green.

As the father of three sons, Jeff has always placed a high value on family. Whether he's sharing stories about his boys, planning time together, or sneaking away for a fishing trip, it's clear where his priorities lie.

Jeff, we're grateful for the leadership you provide our team and the example you set as a father.

Happy Father's Day to Jeff and to all the dads, grandfathers, and father figures in our Winstone community.

One of the most common questions I hear is, "Do I really need a written financial plan?"

My answer is almost always yes.

In my latest article, I explain why a written plan can provide clarity, confidence, and a framework for making more strategic financial decisions over time.

Read more here: https://ow.ly/V8Nh50Zb9WY

One year ago this month, we officially became Winstone Wealth Partners.

At the time, the change felt significant. After all, Green Financial Group had been our name for nearly 17 years.

But as we look back, what stands out most is not what changed… it's what didn't.

We are the same team. We have the same values. We still put clients above all else. We still hold the same beliefs that financial planning is ultimately about helping people live the lives they want to live.

The decision to move beyond the Green Financial Group name wasn't about leaving our history behind. It was about creating a name that reflected who we had become.

What started in 2008 as a solo advisory practice with my name on the door had grown into something much larger: a collaborative team of advisors and professionals working together to serve clients and their families.

Over the past year, we've continued investing in our people, our technology, our capabilities, and the client experience. We've welcomed new opportunities, embraced change, and remained focused on building a firm designed to serve clients not just today, but for decades to come.

We're incredibly grateful to every client, employee, friend, and partner who has been part of this journey.

Thank you for trusting us through every chapter, from Green Financial Group to Winstone Wealth Partners and beyond.

Here's to the first (official) year of Winstone, and to many more ahead.

- 𝘑𝘦𝘧𝘧 𝘎𝘳𝘦𝘦𝘯, 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 & 𝘊𝘌𝘖 𝘰𝘧 𝘞𝘪𝘯𝘴𝘵𝘰𝘯𝘦 𝘞𝘦𝘢𝘭𝘵𝘩 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴

People often assume retirement is about reaching a certain dollar amount. In my experience, it's really about understanding your goals, your spending needs, and whether your resources can support the lifestyle you envision.

Read more in my latest article, When Can I Afford to Retire?: https://winstonewp.com/2026/06/02/when-can-i-afford-to-retire/

- 𝘑𝘦𝘧𝘧 𝘎𝘳𝘦𝘦𝘯, 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘈𝘥𝘷𝘪𝘴𝘰𝘳 & 𝘊𝘌𝘖 𝘰𝘧 𝘞𝘪𝘯𝘴𝘵𝘰𝘯𝘦 𝘞𝘦𝘢𝘭𝘵𝘩 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴