Winstone Wealth Partners

After nearly 30 years as a financial advisor, one of the most common questions I've heard is: "Jeff, when can I afford to retire?"

In my latest article, I explore what really determines retirement readiness.

Read more: https://ow.ly/W9R150Z6Ny5

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

In my most recent article, “From First Job To Real Wealth: What Actually Matters Early On,” I walk through a few things that matter more than people realize when starting their careers.

Compensation, habits, and how you handle early opportunities can shape the path ahead more than most expect.

With graduation season upon us, I hope this is helpful.

Read more here: https://ow.ly/wxTN50Z19Ig

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

We operate as a team here, so when you work with Winstone, you have multiple people working together behind the scenes on your account.

That means more perspective. More coordination. More support.

All of which is incredibly intentional.

But even though we show up as one cohesive team, each person plays a specific role in making sure our clients are taken care of the right way.

We thought it might be helpful to share a bit more about what that actually looks like and how each role contributes to a very cohesive team.

So we asked our team one simple question: “How would you describe your role in one sentence?”

Here’s what Lauren Smith, our COO and a Financial Advisor, had to say:

“I make sure what we promise clients gets delivered, bringing together planning, service, and operations so everything works the way it should.”

As a veteran, Memorial Day has always carried a different weight for me. It’s easy for this weekend to feel like the start of summer: time with family and friends, hanging out and grilling outside, a break from the normal routine. And I genuinely hope people do get to enjoy that.

But underneath it, Memorial Day is something much more important. And I hope people remember that, too.

Memorial Day honors the brave men and women in our military who made the ultimate sacrifice. It’s not about all of us who served… it’s specifically about those who didn’t come home.

Over the years, I’ve found myself thinking more about them… and the families who carry that loss every day. And how Memorial Day is one of the clearest reminders we have of the real cost of our freedom.

So wherever you are today, I’d encourage you to take a moment to pause and reflect the true meaning of today. Because it’s worth remembering.

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

This time of year, I always find myself thinking about graduates.

High school seniors heading off to college. College graduates stepping into their first real jobs. For many of them, it’s the first time they’re truly starting to think about their careers and, whether they realize it or not, their financial lives as adults.

After nearly 30 years of helping families plan for retirement, I’ve had a front-row seat to how financial decisions play out over time. What rends to work. What doesn’t. And where things can get off track.

So, for those early in their careers, whether that’s your child, your grandchild, or even yourself, I wanted to share a few things I’ve learned along the way and have even shared with my own sons.

Read my latest article “From First Job To Real Wealth: What Actually Matters Early On” for more: https://ow.ly/Op0750Z19tO

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

This month marks Claire Holmes’ 6-year anniversary with Winstone.

As our Director of Marketing and a member of our leadership team, Claire has helped shape not just how we communicate, but how we operate. She brings a thoughtful, intentional approach to everything she does, paired with the ability to turn ideas into something real and meaningful.

She’s also someone who consistently shows up for the team: steady, organized, and always thinking a few steps ahead.

We’re incredibly grateful for her leadership and all that she’s contributed over the years. Thank you, Claire!

The wealth management landscape is changing fast. And at Winstone, we’re building something that lasts.

We’ve invested in the right people, processes, and systems to give advisors the tools they need to grow faster and serve clients better.

From marketing and operations to compliance and succession planning, our focus is on taking the business burdens off your plate so you can do what you do best: serve families.

If you’re a financial advisor ready to align with a firm that’s growing intentionally—and thinking decades ahead—we should connect.

Schedule a quick intro call with me: https://ow.ly/gS9c50Z19ph

Learn more about how we partner with advisors: https://ow.ly/mh0750Z19pn

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

Some of the most important lessons I use today didn’t come from college or even my professional experience.

They came from my time in the military.

Lessons about discipline, decision-making under pressure, and not overreacting when things feel uncertain (which is especially relevant in markets like we see today).

I don’t share these stories often, but in honor of Military Appreciation Month, I pulled together a few that still guide how I show up for clients and our team.

You can read them in my latest article “Lessons From My Time In The Military That Still Show Up Today:” https://ow.ly/wlkC50YZJzK

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

A lot of financial advisors talk about being “team-based.” But for us, it’s how we actually operate.

When you work with Winstone, you’re not just working with one person. You’re working with a true team of us, all with the goal of supporting you and your financial plan. We operate as one team, with one voice, so there’s alignment behind the scenes and consistency in every conversation.

But within that, each person plays a distinct role in how we serve our clients, and we wanted to share what that actually looks like.

So we asked our team one simple question: “𝐇𝐨𝐰 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮 𝐝𝐞𝐬𝐜𝐫𝐢𝐛𝐞 𝐲𝐨𝐮𝐫 𝐫𝐨𝐥𝐞 𝐢𝐧 𝐨𝐧𝐞 𝐬𝐞𝐧𝐭𝐞𝐧𝐜𝐞?”

Here’s what Dylan Daggett, one of our Financial Advisors, had to say:

“I act as the quarterback for our clients and team, bringing strategy, communication, and ex*****on together to make sure we’re all focused on what matters most and following through on it across their investments and financial plan.”