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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.
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On a More Personal Note

June 3rd, 2025

On a More Personal Note – April 2025

Christina Jones was recognized as the 2025 Rising Star at the Junior Achievement Hall of Fame event.

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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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Planning & Economy

June 26th, 2025

April 2025 Newsletter

Our strategic partners offer expertise in areas such as healthcare, taxation, retirement benefits, and college preparation, ensuring that every aspect of your life is thoughtfully planned.

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Market Updates

July 2nd, 2025

Morning Brief

Headline News: The stock market is poised for a flat opening with S&P 500 futures trading one point above fair value. Yesterday’s action saw a slide in tech stocks after Monday’s record-breaking session, which stifled further gains in the S&P 500 despite a strong performance from small and mid-cap stocks. The market awaits the fate of the large reconciliation bill, which passed through the Senate yesterday, 51-50, and is now currently being debated in the House. President Trump has threatened to impose a 35% tariff on Japan if a trade deal is not struck before the July 9 deadline. The market received the weekly MBA Mortgage Applications Index, which increased by 2.7% from a prior 1.1% rise. The June ADP Employment Change report (Briefing.com consensus 97K; prior 37K) will be released at 8:15 ET. Treasuries are on track for a lower start with the 10-yr yield rising four basis points to 4.29%.’ (Michael Gibbs, Managing Director, Lead Portfolio Manager)   Markets: The S&P 500 closed at 6,198.01, failing to set a new all-time high and potentially beginning to form a base at current levels. The index has moved back inside the upper Bollinger Band, while the RSI remains in overbought territory—suggesting… Read More

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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. 

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