What departments does Winstone Wealth Partners have?

Winstone Wealth Partners has employees across 2 departments including Operations, Marketing.

What is the largest department at Winstone Wealth Partners?

The largest department at Winstone Wealth Partners is Operations with 1 employees.

Where are Winstone Wealth Partners employees located globally?

Winstone Wealth Partners has employees across 2 continents and 3 countries including Bangladesh, United States Of America, Canada.

How has Winstone Wealth Partners's team size changed over time?

Winstone Wealth Partners's team has grown from approximately 11 to 13 employees based on available data.

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Winstone Wealth Partners Employee Directory

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.

Winstone Wealth Partners Global Highlights

North America
15

United States Of America
14
Canada
1

Asia
1

Bangladesh
1

Winstone Wealth Partners's Leadership

L. S.
Chief Operating Officer & Financial Advisor
Mobile Phone
Email
C. H.
Director Of Marketing
Mobile Phone
Email
J. G.
Principal
Mobile Phone
Email
D. T.
Licensed Assistant
Mobile Phone
Email

Winstone Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Winstone Wealth Partners

Name

Title

Contact Info

Location

Last Update

L. S.
Chief Operating Officer & Financial Advisor
Mobile Phone
Email
United StatesMississippi
Jul 08, 2024
C. H.
Director Of Marketing
Mobile Phone
Email
United StatesMississippi
Apr 13, 2026
J. G.
Principal
Mobile Phone
Email
UNITED STATES
Apr 17, 2026
D. T.
Licensed Assistant
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Winstone Wealth Partners known for?

Winstone Wealth Partners was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 1400 Post Oak Boulevard Suite 150 Houston, Texas 77056 United States; you can contact the main corporate office by phone at

+1-713-244-****

. Explore Winstone Wealth Partners's company overview page for more information.

What is Winstone Wealth Partners's most common email format?

Winstone Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Winstone Wealth Partners email formats with LeadIQ.

How many employees does Winstone Wealth Partners have currently?

Winstone Wealth Partners has approximately 10 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Winstone Wealth Partners's key employees and leadership?

As of June 2026, Winstone Wealth Partners's key employees include:

Chief Operating Officer & Financial Advisor: L. S.
Director Of Marketing: C. H.
Principal: J. G.
Licensed Assistant: D. T.

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Winstone Wealth Partners Employee Directory

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