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Lauren Smith
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Lauren Smith
Home
About
Widowed
Divorced
Head of Household
Services
Resources
Contact
FINRA's BrokerCheck
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Folder: I Am...
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Widowed
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Head of Household
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FINRA's BrokerCheck
Sharing Your Financial Documentation with Family (Ep. 39)
Lauren Smith 12/1/21 Lauren Smith 12/1/21

Sharing Your Financial Documentation with Family (Ep. 39)

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Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)
Lauren Smith 11/10/21 Lauren Smith 11/10/21

Insights on Researching Before You Give: Charitable Giving, Part Two With Kendall Monroe (Ep. 38)

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Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)
Lauren Smith 10/27/21 Lauren Smith 10/27/21

Changing Young Children’s Lives through Education: Charitable Giving, Part One With Rebecca Roberts and Glenn Okuma (Ep. 37)

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What to Think About To Live Your Dream Retirement (Ep. 36)
Lauren Smith 10/13/21 Lauren Smith 10/13/21

What to Think About To Live Your Dream Retirement (Ep. 36)

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Your Cyber Security Mindset (Ep. 35)
Lauren Smith 9/29/21 Lauren Smith 9/29/21

Your Cyber Security Mindset (Ep. 35)

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When Was the Last Time You Taught Your Kids Something New? (Ep. 34)
Lauren Smith 8/25/21 Lauren Smith 8/25/21

When Was the Last Time You Taught Your Kids Something New? (Ep. 34)

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Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)
Lauren Smith 8/11/21 Lauren Smith 8/11/21

Meet The Team: Claire Holmes, Marketing Consultant (Ep. 33)

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The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)
Lauren Smith 7/28/21 Lauren Smith 7/28/21

The Biggest Mistakes You Can Make in Your College Planning (Ep. 32)

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The Expense of the Pandemic on Our Economy (Ep. 31)
Lauren Smith 7/14/21 Lauren Smith 7/14/21

The Expense of the Pandemic on Our Economy (Ep. 31)

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The Biggest Proposed Conjecture Tax Changes (Ep. 30)
Lauren Smith 6/30/21 Lauren Smith 6/30/21

The Biggest Proposed Conjecture Tax Changes (Ep. 30)

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Giving Direction for Your Children’s Financial Success (Ep. 29)
Lauren Smith 6/16/21 Lauren Smith 6/16/21

Giving Direction for Your Children’s Financial Success (Ep. 29)

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Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)
Lauren Smith 6/2/21 Lauren Smith 6/2/21

Should I Pay Off My House Before I Retire? With Jim Chaplin (Ep. 28)

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How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)
Lauren Smith 5/19/21 Lauren Smith 5/19/21

How to Protect Your Aging Relative with a Caregiving Plan (Ep. 27)

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Spring Cleaning – with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)
Lauren Smith 5/5/21 Lauren Smith 5/5/21

Spring Cleaning – with guests Carroll Cartwright, Paige Ebanks and Rudy Vierra (Ep. 26)

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Tech Tools to Make Your Life Easier (Ep. 25)
Lauren Smith 4/21/21 Lauren Smith 4/21/21

Tech Tools to Make Your Life Easier (Ep. 25)

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Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)
Lauren Smith 4/7/21 Lauren Smith 4/7/21

Transition into Retirement with a Coach as Your Guide — With Cindy Wylie (Ep. 24)

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Your 2021 Tax Planning Guide (Ep. 23)
Lauren Smith 3/24/21 Lauren Smith 3/24/21

Your 2021 Tax Planning Guide (Ep. 23)

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The World of Insurance — With Marissa Sweet (Ep. 22)
Lauren Smith 3/10/21 Lauren Smith 3/10/21

The World of Insurance — With Marissa Sweet (Ep. 22)

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Answering the Question, “When Can I Retire?” (Ep. 21)
Lauren Smith 2/24/21 Lauren Smith 2/24/21

Answering the Question, “When Can I Retire?” (Ep. 21)

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What Might 2021 Bring to the Stock Market? (Ep. 20)
Lauren Smith 2/10/21 Lauren Smith 2/10/21

What Might 2021 Bring to the Stock Market? (Ep. 20)

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Lauren Smith is a Financial Advisor serves as a Chief Operating Officer and Managing Partner of Winstone Wealth Partners in Houston, Texas.

She is a CERTIFIED FINANCIAL PLANNER® Professional.

Winstone Wealth Partners

1400 Post Oak Blvd., Suite 150. Houston, Texas 77056

Phone: (713) 244-3030

Winstone Wealth Partners provides all investment advisory services through
Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor.

Disclosures  |  Form CRS  |  BrokerCheck