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.

Podcast: Medicare 2025

This podcast discussion dives into what you need to know to navigate Medicare in 2025. Whether you’re approaching Medicare eligibility, already enrolled, or just trying to stay ahead of the curve, we’ll explore the latest updates, new plan options, and strategies to make sure you’re getting the best coverage for your needs.

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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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Market Updates

January 2nd, 2025

Morning Brief

Headline News: The S&P 500 futures are up 48 points and are trading 0.8% above fair value, the NASDAQ 100 futures are up 217 points and are trading 1.0% above fair value, and the Dow Jones Industrial Average futures are up 310 points and are trading 0.7% above fair value. Contracts linked to the S&P 500, NASDAQ 100, and Dow industrials indicate a higher open on the first session of the year. Solid pre-open gains in mega cap names with no specific catalysts have contributed to the upside bias. A drop in market rates has also supported the positive skew. The 2-yr yield is down three basis points to 4.21% and the 10-yr yield is down five basis points to 4.52%. The MBA Mortgage Applications Index for December 17-31 dropped 21.9%. Other data today include the weekly jobless claims report at 8:30 ET, the final December S&P Global US Manufacturing PMI at 9:45 ET, the November Construction Spending at 10:00 ET, and weekly EIA Crude Oil Inventories at 10:30 ET. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 closed lower at 5,881.63, and the RSI index also closed lower at 41.10. However, this morning, the S&P… Read More