Connect With Us: OU Retire & Relocate Fair
Have you been wondering about the financial impact of making a move?
David Winston, OU member and frequent SPIRIT presenter, has been invited to participate at the upcoming virtual fair in collaboration with the OU SPIRIT program. Come join us with your questions from the comfort of your home!
David’s talk, scheduled for 11am ET/10am CT, will focus on how a financial advisor can assist with navigating the process of relocation in retirement.
Follow the link below to sign up for the Retire & Relocate Fair:
David Winston Has Been Recognized by Forbes and Five Star as a Leader in Wealth Management 2022-2024
“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.”
– 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
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.
*The Spirit Initiative and Orthodox Union are not affiliated with LPL Financial or Winston Wealth Advisors
