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.

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

Life & Fun

October 29th, 2024

Priscilla Tallman Event- Improving Mental Performance

Our team recently held an event for local high school volleyball teams and brought in professional Mental Performance Coach Priscilla Tallman. We were thrilled to be able to provide these local teams with a speaker that could help to unlock their potential and give them mental skills to succeed on and off the court.

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Market Updates

July 16th, 2025

Morning Brief

Headline News: Equity futures are mixed this morning, following yesterday’s trade that saw the market retreat from opening highs after interest rates rose following the release of the June CPI. The main catalysts for today’s session are similar to those of yesterday; the market awaits the release of a key piece of inflationary data (today’s June PPI) while a slate of large banks has reported their earnings before the open. Yesterday’s CPI release provided the markets with an initial boost, as the Core CPI number was lower than expected. However, a closer look at the report revealed pockets of inflation in several areas, which stirred concerns about tariff-driven inflation. In turn, interest rates rose throughout the day, most stocks slipped, and the chance of a September rate cut decreased to 54%. Today’s release of the June PPI could be even more influential, as the report will inform the PCE Price Index, which is the Fed’s preferred measure of inflation. Tariff headlines are relatively subdued this morning, with President Trump stating that a tariff on pharmaceuticals will likely begin on August 1, although it will likely start at a lower rate than the 200% figure to give companies time to adjust.… Read More

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Why Windsor Wealth?

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

On a More Personal Note

Life & Fun

Planning & Economy

Market Updates