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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

April 6th, 2022

Gainesville High School Hall of Fame

We are proud to sponsor the Gainesville High School Hall of Fame Banquet!  

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Planning & Economy

May 4th, 2022

Bad to Worse

  It seems that way at the moment, doesn’t it? There’s a war in Europe. Each headline appears worse than the one before, and as this trend intensifies, bad on bad, fear on fear, the adaptive forces of humanity take charge – let’s make lemonade. Elon is buying Twitter. Ha…. Mr. Buffett’s Berkshire Hathaway Inc. bought insurer Alleghany Corp.… Read More

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Market Updates

June 28th, 2022

Morning Brief

  Headline News: The S&P 500 futures are up 22 points and are trading 0.4% above fair value. The Nasdaq 100 futures are up 55 points and are trading 0.2% above fair value. The Dow Jones Industrial Average futures are up 197 points and are trading 0.7% above fair value. A positive bias has taken… 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.