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Helping you towards growing the life you want.

You are unique and your plan should be too. At Winston Wealth Advisors, we do so much more than manage your money.

How We Can Help

Testimonials

★★★★★

“David and his staff made retirement planning feel far less intimidating. They explained everything clearly and took time to understand our goals.”

Heath LeMoine
★★★★★

“Trust is the first word that comes to mind. I value their insight and feel confident in the guidance they provide.”

Lavada Smith, Engineer
★★★★★

“I’ve been a client for over 15 years. The team is knowledgeable, responsive, and consistently easy to work with.”

John M.
★★★★★

“They take the time to explain everything clearly—even outside normal hours—so we feel informed about our decisions.”

Louie Jacquez
★★★★★

“Professional and communicative. They keep clients informed and are attentive to individual needs.”

Ricky Boyce, Retired Business Owner
★★★★★

“More than two decades as a client—I appreciate the team’s organization, consistency, and collaboration.”

Dr. Diane McIntire, Retired Pediatrician
★★★★★

“David and his staff made retirement planning feel far less intimidating. They explained everything clearly and took time to understand our goals.”

Heath LeMoine
★★★★★

“Trust is the first word that comes to mind. I value their insight and feel confident in the guidance they provide.”

Lavada Smith, Engineer
★★★★★

“I’ve been a client for over 15 years. The team is knowledgeable, responsive, and consistently easy to work with.”

John M.
★★★★★

“They take the time to explain everything clearly—even outside normal hours—so we feel informed about our decisions.”

Louie Jacquez
★★★★★

“Professional and communicative. They keep clients informed and are attentive to individual needs.”

Ricky Boyce, Retired Business Owner
★★★★★

“More than two decades as a client—I appreciate the team’s organization, consistency, and collaboration.”

Dr. Diane McIntire, Retired Pediatrician

Testimonials are provided by current clients of the financial professional as of 11/10/2025. Clients have not been compensated for their statements and do not receive material incentives or benefits for providing testimonials. Testimonials may not be representative of the experience of all clients and are not indicative of future performance or success.

This video is provided for informational purposes only and reflects an individual client experience, which may not be representative of all clients. It is not a guarantee of future performance or success.

Two people participating in a metaphorical gardening activity of watering their finances. A woman holds a large coin, and a man watering money plans. The background is light with abstract green shapes and plus symbols, giving a lively and organic feel to the illustration.

Plan Your Finances

At Winston Wealth Advisors, our goal is to help our clients with every aspect of their financial lives.

We start with taking the time to get to know you and understand your financial goals. Then, we work closely with you to create a meaningful and thoughtful long term financial plan. Our steady, disciplined approach is designed to help you remain focused on where you want to go and the steps to get there.

Meet Our Team

Financial Advice Shouldn’t Be Complicated

Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future.

We are so blessed to have the privilege of serving many of our clients for more than 20 years. The referrals from our valued clients are how we have grown over the years.

If you have any questions about your finances or you wish to schedule an appointment, click below to contact us. We look forward to meeting you.

A woman and a man collaboratively working on a digital project, surrounded by greenery. The man is pointing at a large screen displaying interface elements, and the woman is interacting with another section of the display. Both are actively engaged, suggesting a dynamic work environment. The background is dominated by dark and light green hues, accompanied by abstract shapes, enhancing the theme of creativity and innovation.

Meet Our Experienced Financial Professionals

David B. Winston

Wealth Advisor

Wealth Advisor

Tara Kincaid

Relationship Manager,
Financial Planning

Ashley Hougland

Relationship Manager,
Financial Planning

Anthea Maybury

Practice Operations Manager

Cassie Herrera

Client Relations Manager

Financial Planner

Contact Us

We’d love to hear from you!

Get In Touch

Connect

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© 2025 Winston Wealth Advisors. All Rights Reserved.,

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.