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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.

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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.
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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
 

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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Planning & Economy

June 6th, 2025

Investing in Retirement

Explore smart investment options for retirement that balance risk and reward, ensuring a stable income for your golden years.

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Market Updates

June 25th, 2025

Morning Brief

Headline News: The stock market is on course for a flattish start with futures on the S&P 500 trading seven points above fair value after a quiet night. Equity futures have seen limited movement this morning, hanging onto their big gains from Tuesday. The overnight session did not cause any notable shifts in sentiment with the market remaining hopeful that the Israel-Iran ceasefire will hold. President Trump is at the NATO summit in the Netherlands, where members are set to agree to an increase to the defense spending target to 5% of GDP. Treasuries are little changed with the 10-yr yield up one basis point at 4.30% ahead of today’s $70 bln 5-yr note sale at 13:00 ET. The market received the weekly MBA Mortgage Index this morning, which was up 1.1% to follow last week’s 2.6% decrease. Later in the day, the New Home Sales report for May (Briefing.com consensus 700,000; prior 743,000) will be released at 10:00 ET. Fed Chairman Powell will continue his semiannual testimony on monetary policy to Congress, but today’s appearance before the Senate Banking Committee is not expected to produce many headlines. (Michael Gibbs, Managing Director, Lead Portfolio Manager )   Markets: The S&P 500 rallied… 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. 

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. 

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