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

November 13th, 2024

Morning Brief

Headline News: The Bureau of Labor Statistics reported Wednesday that inflation perked up in October, though pretty much in line with Wall Street expectations. The consumer price index, which measures costs across a spectrum of goods and services, increased 0.2% for the month. That took the 12-month inflation rate to 2.6%, up 0.2 percentage point from September. The readings were both in line with the Dow Jones estimates. The move was even more pronounced, excluding food and energy. Core CPI accelerated 0.3% for the month and was at 3.3% annually, also meeting forecasts. (Jeff Cox CNBC) Markets: The S&P 500 closed lower at 5,983.99 and inside the upper Bollinger Band after briefly trying to rally at the opening of trading. The ten-year treasury yield closed higher at 4.44%, but the yield is lower this morning after the release of the October CPI report. The S&P 500 futures are also positive at 6,023.50 on the CPI news, which could see buying return to the markets. However, the internal indicators are overbought, which should make a test of the old highs difficult today. We are currently Intermediate-term bullish and short-term bullish. John N. Lilly III CPFA Accredited Portfolio Management Advisor℠… Read More