“The OU SPIRIT program is very happy to have the involvement of Winston Wealth Advisors. We have received many presentations from David and Jacob Winston, which have been very helpful to our SPIRIT participants. The Winston presentations address financial issues that are relevant and critical, and they are provided in a clear manner that is easily understood. We look forward to a long and wonderful relationship with Winston Wealth Advisors and are so appreciative of their contributions to SPIRIT.” 1
– Rebbetzin Judi Steinig, Senior Director | OU SPIRIT
Financial Services for SPIRIT Members
If you’re not entirely sure what your goals are – or how you want to manage your finances – don’t worry, we’ll use our experience to guide you every step of the way.
Investment Management
Insurance and Risk Management
Retirement Strategies for Lifetime Income
Small Business Retirement Plans
Estate Conservation
Legacy Planning
Did you miss the OU Retire & Relocate Fair?
David Winston, OU member and frequent SPIRIT presenter, was invited to participate at this year’s virtual fair in collaboration with the OU SPIRIT program. It was a hugely successful event attracting people from all over the world and providing information for retirees interested in making a move.
David’s talk focused on how a financial advisor can assist with navigating the process of relocation in retirement.
If you weren’t able to make it, you can still visit the event by clicking the button below:
David Winston Has Been Recognized by Forbes and Five Star as a Leader in Wealth Management 2022-2024
Let’s discuss your financial goals
We are here to help our OU community members pursue their dreams. Have a question, been thinking about making a life change, want to leave a lasting legacy, or just need a better financial plan? We would love to talk to you!
Our Locations
Dallas Office
5440 Harvest Hill Rd., # 252
Dallas, TX 75230
Florida Office
3000 Island Blvd, PH5
Aventura, FL 33160
Lubbock Office
2520 81st St.
Lubbock, TX 79423
Not near one of our offices?
We work with SPIRIT members all across the country. If you would like a free financial consultation, reach out to us.
1 – This statement is a testimonial of the financial professional as of 05/28/2025. The provider has not been paid or received any other compensation for making these statements.
The Spirit Initiative and Orthodox Union are not affiliated with LPL Financial or Winston Wealth Advisors
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 – 2024 Five Star Wealth Managers.
