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Winstone Wealth Partners

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Houston
CRD Number
Website winstonewp.com
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Overview

Winstone Wealth Partners is a wealth management practice and virtual family office headquartered in Houston, Texas. Formerly known as Green Financial Group, it was founded in 2008 and rebranded in 2025 to reflect its multigenerational, team-oriented approach. The firm serves high-net-worth families across the country, offering personalized and boutique-style financial advisory services underpinned by the stability of its affiliation with Concurrent Investment Advisors.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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