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.

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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.

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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Life & Fun

October 29th, 2024

Priscilla Tallman Event- Improving Mental Performance

Our team recently held an event for local high school volleyball teams and brought in professional Mental Performance Coach Priscilla Tallman. We were thrilled to be able to provide these local teams with a speaker that could help to unlock their potential and give them mental skills to succeed on and off the court.

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Market Updates

January 22nd, 2025

Morning Brief

Headline News: The S&P 500 futures are up 29 points and are trading 0.5% above fair value, the NASDAQ 100 futures are up 200 points and are trading 0.9% above fair value, and the Dow Jones Industrial Average futures are up 133 points and are trading 0.3% above fair value. Earnings season continues to pick up steam after a solid start to the Q4 reporting period. Today’s Economic data includes the MBA Mortgage Applications Index, which rose 0.1% after a 33.3% surge last week. The December Leading Indicators Index is released at 10:00 ET and weekly EIA Crude Oil Inventories are released at 10:30 ET. (Michael Gibbs, Managing Director, Lead Portfolio Manager) Markets: The S&P 500 rallied to close higher at 6,049.24 and is now just below the resistance level at 6,053.38. The RSI continues to power higher in support of the new uptrend. We feel the S&P will close above the 6,053.58 level today, possibly build a base for a few days, and then attempt to take out the all-time high of 6,090.27 set on 12/6/2024. Potential support could come in at 5,973.12 at the 50-day moving average if sellers should come into the markets. We are currently Intermediate-term… Read More