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

Latest From Our Blogs

On a More Personal Note

August 15th, 2023

On a More Personal Note – Aug 2023

Four Generations!!!! Bobbie flew to Texas over the July 4th weekend to meet her newest grandson, Liam. While there, we were all able to visit my Dad and take this picture with four generations in it.

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Life & Fun
 

September 28th, 2023

Dawg Blog: Lilly’s Counseling Session

Welcome to Lilly’s Counseling Session, where UGA alumni and Dawgs superfans John Lilly and Deven Patel preview this week’s game against the Auburn Tigers. Go Dawgs!

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Planning & Economy

September 18th, 2023

Retirement is Right Around the Corner!

There has been a lot of preparation, planning and saving to get to this point so it’s time to enjoy!  Most investors are starting to think about retirement or slowing down their career in their 60s and the big question is, what now?  To prepare for the best retirement, below are some items to consider in your 60s. 

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Market Updates

September 29th, 2023

Morning Brief

Headline News: The S&P 500 futures are up 19 points and are trading 0.3% above fair value. The NASDAQ 100 futures are up 87 points and are trading 0.5% above fair value. The Dow Jones Industrial Average futures are up 139 points and are trading 0.4% above fair value. Stocks are poised to continue rebounding… Read More

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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.