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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

August 5th, 2025

The Importance of Diversification: How to Allocate Your Assets in Your 30s

Learn how to master asset allocation in your 30s, balancing risk and reward to build a robust investment portfolio.

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Market Updates

July 25th, 2025

Morning Brief

Headline News: Equity futures are modestly higher following yesterday’s uneventful session that saw the S&P 500 and the Nasdaq Composite reach new highs. Though there was broad-based selling activity in the afternoon, mega-cap stocks, and particularly tech stocks, performed well enough to preserve modest gains for the indices. There is a fresh batch of earnings reports for the market to digest, but more consequential earnings are to come next week, with four “magnificent seven” names set to report. The market also awaits further trade developments with key trade partners, with The Wall Street Journal reporting that the Trump administration will hold talks with China on trade next week. A separate report from The Wall Street Journal states that Corporate America is paying for most of the cost of tariffs so far, not consumers. (Michael Gibbs, Managing Director, Lead Portfolio Manager )   Markets: The S&P 500 rallied to a new intraday high of 6,381.31, pushing above the upper Bollinger Band before pulling back. Sellers stepped in, and the index closed lower at 6,363.35, which now becomes potential resistance in today’s session. The RSI remains in overbought territory, suggesting caution is warranted. If the market pulls back, support at 6,315.61 is expected to… 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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