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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.

Learn More

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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On a More Personal Note

September 6th, 2024

On a More Personal Note – July 2024

If you’ve called the office since May, then I’m sure you have spoken to Anne Bleakley. Here she is with her son, Dub. Dub has had an amazing summer.

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Life & Fun
 

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Planning & Economy

January 9th, 2024

Summary On Understanding Medicare

Who is eligible?
Individuals 65 or older
Individuals receiving social security disability benefits for 24 months
Kidney failure

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Market Updates

November 6th, 2024

Morning Brief

Headline News: The S&P 500 futures are up 132 points and are trading 2.3% above fair value, the NASDAQ 100 futures are up 345 points and are trading 1.7% above fair value, and the Dow Jones Industrial Average futures are up 1,360 points and are trading 3.2% above fair value. The Russell 2000 futures are up 6.1%. Seeing an outsized response following the news that Donald Trump has been declared the victor in the presidential election and that polling results point to the likelihood of a Republican sweep of the House and Senate, which is expected to pave the way for lower tax rates and deregulation. Treasury market participants are pricing in the prospect of stronger growth amid rumblings that they are also pricing in concerns about the budget deficit and national debt, as well as inflation heating up again. The 2-year note yield is up five basis points to 4.26%, and the 10-year note yield is up 15 basis points to 4.44%. The U.S. Dollar Index is up 1.9% to 105.37. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 rallied past resistance at 5,762.37 to close sharply higher at 5,782.76, and the RSI index closed above the… 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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