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Why Windsor Wealth?

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? Peace of Mind. Our team does the work so you can live your life.

Learn More

With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients.

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Life & Fun

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Planning & Economy

June 1st, 2021

Prices

  Inflation seems to be bounding. You’ve all heard the stories about houses selling in hours with multiple bids above asking prices. Our realtor called and tried to entice us to sell – she thought we could get double what we paid for the house as recently as 2018. A dear friend of mine, an… Read More

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Market Updates

August 4th, 2021

Morning Brief

Headline News: Wall Street is set for a lower open as a private payroll report came in less than expected.  The ADP National Employment Report was 330,000 jobs last month, well below the estimate of 695,000 jobs. Employers continue to struggle to find workers to fill 9.2 million job openings despite 9.5 million people being… Read More

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Market Month – May 2019

June 26th, 2019

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Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. 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.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.