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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.

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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.

Latest From Our Blogs

Life & Fun

September 30th, 2022

Congratulations Kerrigan Gruhn

Windsor Wealth is proud to congratulate Kerrigan Gruhn on her senior volleyball year for being named the ITG Next Georgia Female Athlete of the month!  

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Planning & Economy

October 26th, 2022

How Much Further?

Now the question we are getting is: when will this bear market end? Some pundits have suggested that the following events may act as the catalysts that mark the end of the downdraft: The mid-terms, when Republicans take a majority in Congress, when the Federal Reserve stops raising rates and inflation subsides, after we experience our next recession, and so on.

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Market Updates

December 1st, 2022

Morning Brief

Headline News: The S&P 500 futures are up 2 points and are trading roughly in line with fair value. The Nasdaq 100 futures are down 1 point and are trading slightly below fair value. The Dow Jones Industrial Average futures are down 21 points and are trading 0.2% below fair value. Market participants are taking… 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.