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Why Windsor Wealth?

Our financial advisors understand that your family’s lifestyle, hopes and dreams are uniquely your own.

As your financial planners, we make it our priority to understand your family’s financial puzzle. We help you identify and prioritize your goals and concerns as means to maximize your investments and savings allowing you to fulfill your financial goals.

We do this through real-time planning. We plan for the long-term and act in the short-term to help limit risk and enhance your outcomes. We ask the right questions. By fully understanding you and your family, we develop your plan and investments for a wide range of market, economic and life-event circumstances.

And because we know life is ever-changing, we grow and change with you. Our goal is to be your trusted financial partner for every season of your life.

Why? Confidence. Our team does the work so you can live your life.

Learn More

With over 90 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients.
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On a More Personal Note

June 3rd, 2025

On a More Personal Note – April 2025

Christina Jones was recognized as the 2025 Rising Star at the Junior Achievement Hall of Fame event.

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Life & Fun
 

August 26th, 2025

Celebrating Excellence: Gainesville High Valedictorian and Future Duke Blue Devil, Mercy Rico

At Windsor Wealth, we believe in honoring hard work, perseverance, and the pursuit of excellence, values we see reflected not only in financial planning, but also in the achievements of the next generation of leaders. Recently, John Lilly sat down with Gainesville High School Class of 2026 Valedictorian, Mercy Rico, to talk about her journey, her future, and her ties to the Gainesville community.

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Planning & Economy

August 26th, 2025

The Impact of Market Trends on Midlife Investment Decisions

Understand the impact of market trends on your investment choices during midlife, ensuring a robust financial plan for the years ahead.

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Market Updates

August 25th, 2025

Morning Brief

Headline News: The stock market is on track for a modestly lower opening after an impressive Friday rally that largely neutralized losses from earlier in the week. Fed Chair Powell’s dovish tone at the Jackson Hole Symposium prompted a rate increase cut expectations on Friday that saw stocks advance, with small-cap stocks performing exceptionally well. Mega-cap tech names had several bumpy sessions last week that weighed down the major averages until Friday’s rally. Mega-cap performance will be closely watched this week as the world’s largest semiconductor company reports its earnings on Wednesday after the close. The market will also receive earnings reports from several larger retailers throughout the week. Today’s economic data is limited to the 10:00 ET release of New Home Sales data. Friday brings about the Personal Income and Outlays report, which includes the PCE Price Index, one of the Fed’s preferred inflation gauges. Headlines are relatively quiet elsewhere, though NBC News reports that Vice President JD Vance said in an interview that he is optimistic the U.S. can broker an end to the war between Russia and Ukraine. (Michael Gibbs, Managing Director, Lead Portfolio Manager )   Markets: The S&P 500 rallied sharply, closing at 6,466.91 and breaking above… Read More

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed. 

Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. 

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