Trevor Winter, CFP®,
Founder and Financial Advisor

As a former Shell employee, I know what it’s like to be a professional at a large energy company: fascinating work, great people, and excellent pay accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now I help people optimize their finances to realize the life they desire. 

I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals.

Trevor Winter, CFP®,
Founder and Financial Advisor

As a former Shell employee, I know what it’s like to be a professional at a large energy company: fascinating work, great people, and excellent pay accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. My favorite part was helping people realize the career they desired. Now I help people optimize their finances to realize the life they desire. 

I chose to leave Shell and transition into financial advising to go from work I liked to work I love. Before starting New Heights Planning, I built financial plans for high-net-worth individuals and families at Asset Management Advisors. I later founded New Heights Planning to do this for those I like working with the most, Shell and other oil and gas professionals.

I am committed to learning and always continuing my education to best serve you. I have:

  • Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional.
  • Received the CRPC® designation from the College for Financial Planning and passed the Series 65 exam.
  • Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

Outside of New Heights Planning, you can find me with my wife, Anne, and our children, Evie and Theo. We love to cook and entertain at our home in the Heights and enjoy exploring all the neighborhood has to offer. We also make traveling an essential part of our life, both to see family and for vacation.

We enjoy giving back to the community. I mentor with Emerge and have mentored multiple high school seniors as they prepare for college. You may also see Anne and I at the Houston Food Bank, assisting the Brighter Bites organization in helping families access fresh produce to form healthier habits and lifestyles.

I am committed to learning and always continuing my education to best serve you. I have:

  • Completed the financial planning program at Rice University and am a CERTIFIED FINANCIAL PLANNER™ professional.
  • Received the CRPC® designation from the College for Financial Planning and passed the Series 65 exam.
  • Joined the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network.

Outside of New Heights Planning, you can find me with my wife, Anne, and our children, Evie and Theo. We love to cook and entertain at our home in the Heights and enjoy exploring all the neighborhood has to offer. We also make traveling an essential part of our life, both to see family and for vacation.

We enjoy giving back to the community. I mentor with Emerge and have mentored multiple high school seniors as they prepare for college. You may also see Anne and I at the Houston Food Bank, assisting the Brighter Bites organization in helping families access fresh produce to form healthier habits and lifestyles.

New Heights Planning

At New Heights Planning, I understand the importance of discussing sensitive topics like your values and finances and guide clients through conversations to make intentional decisions.

To provide the highest quality results possible, I take the time to learn about each client and help them define their financial purpose. Through our regular touchpoints and one-page summaries, we foster effective collaboration, sustained momentum, and flexibility.

New Heights Planning advises you on your investments and manages investment accounts where applicable. New Heights Planning is an independent, fiduciary, and fee-only advisor, which means I always act in your best interest and never get paid a commission.

Values and Beliefs

 

Personal finance is personal.
Determining the best path requires a deep understanding that goes well beyond the numbers. Our clients are the experts in their lives, and their lives constantly change.

Always strive to deliver maximum value.
Elegant simplicity is the outcome of working through complexity, and fees matter.

Unique, ideal solutions require a thorough approach.
I combine individual situations with analysis, research, and data-driven recommendations.

Optimal long-term outcomes are a result of consistently making high-quality decisions.
An ongoing relationship that focuses on a few priorities at a time maintains momentum and flexibility.

New Heights Planning

At New Heights Planning, I understand the importance of discussing sensitive topics like your values and finances and guide clients through conversations to make intentional decisions.

To provide the highest quality results possible, I take the time to learn about each client and help them define their financial purpose. Through our regular touchpoints and one-page summaries, we foster effective collaboration, sustained momentum, and flexibility.

New Heights Planning advises you on your investments and manages investment accounts where applicable. New Heights Planning is an independent, fiduciary, and fee-only advisor, which means I always act in your best interest and never get paid a commission.

Values and Beliefs

 

Personal finance is personal.
Determining the best path requires a deep understanding that goes well beyond the numbers. Our clients are the experts in their lives, and their lives constantly change.

Always strive to deliver maximum value.
Elegant simplicity is the outcome of working through complexity, and fees matter.

Unique, ideal solutions require a thorough approach.
I combine individual situations with analysis, research, and data-driven recommendations.

Optimal long-term outcomes are a result of consistently making high-quality decisions.
An ongoing relationship that focuses on a few priorities at a time maintains momentum and flexibility.

New Heights Planning has formed an alliance with GeoWealth, an SEC-registered investment advisor, to provide portfolio management services to our clients. These services include portfolio construction, trading and rebalancing, account administration, performance reporting, and billing.

I am excited about our relationship with GeoWealth. Partnering with their team of portfolio management specialists allows us to dedicate more time to serving our clients.

I selected GeoWealth because of the experience of their team, the depth of their capabilities, and the objectivity of their advice. To learn more, refer to GeoWealth’s website and ADV for more detailed information.

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WANT TO LEARN MORE FROM NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

You must confirm your email address to complete the subscription request. Please check your junk/spam folder if the verification request email is not in your inbox.

New Heights Planning is not endorsed by nor affiliated with Shell.
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