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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.

Latest From Our Blogs

Life & Fun

November 24th, 2021

Lilly’s Session 13
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Planning & Economy

November 11th, 2021

Donor Designated Fund- Lower Taxable Income in Retirement

Taxes happen to be one of the largest expenses in retirement and taxes can increase once you start to take your required minimum distribution (RMD) at age 72.  As most of you know, you have the option to distribute your RMD or up to $100,000 to qualified charities without paying the income taxes on the… Read More

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Market Updates

November 18th, 2021

Morning Brief

Headline News: Wall Street is set for a higher open as claims for unemployment came in close to pre-pandemic levels. Initial claims for unemployment benefits fell by 1,000 to a seasonally adjusted 268,000 for the week ended November 13th. That is the seventh straight week of declines and is now in range associated with a… 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.