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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
 

September 15th, 2025

Friday Night Lights with the Boys and Girls Club of Hall County

Windsor Wealth Planners & Strategists were honored to host the Boys & Girls Club of Hall County at a Gainesville High football game.

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Planning & Economy

September 25th, 2025

Strategies for Maximizing Your Investment Returns in the Years Leading Up to Retirement

Explore effective methods for maximizing your return on investment before retirement, paving the way for financial stability.

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Market Updates

October 6th, 2025

Morning Brief

Headline News: Equity futures are pointing to a higher open this morning, following last week’s action that sent the major averages to record-high levels. Shares of a large semiconductor company are surging in the pre-market after the company announced a 6-gigawatt agreement to power a next-generation AI infrastructure. The ongoing U.S. government shutdown has persisted through the weekend, with The New York Times reporting that negotiations remain deadlocked ahead of another Senate vote on continuing resolution tonight. The equity market has largely overlooked the shutdown, as the S&P 500 climbed to new record highs multiple times last week. There is no economic data on the docket today, and it is a relatively light week for data overall. However, some analysts have concerns that a prolonged data blackout resulting from the shutdown could complicate the market’s (and the Fed’s) view of the economy. In global news, Japan’s Nikkei (+4.8%) also hit fresh record highs following the election of Sanae Takaichi as the new leader of LDP, who is expected to become prime minister after a full parliamentary vote in mid-October. (Michael Gibbs, Managing Director, Lead Portfolio Manager )   Markets: The S&P 500 traded to a new all-time high of 6,750.87, but sellers… 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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