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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? Confidence. Our team does the work so you can live your life.

Learn More

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

On a More Personal Note

October 12th, 2023

On a More Personal Note – Oct 2023

Here is Carlos’ beautiful wife Pattie holding their cat, Bella who found them.

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Life & Fun
 

February 5th, 2024

Morning Brief

Headline News: The S&P 500 futures are down seven points and are trading 0.1% below fair value, the Nasdaq 100 futures are down one point and are trading roughly in line with fair value, and the Dow Jones Industrial Average futures are down 68 points and are trading 0.1% below fair value. Equity futures indicate… Read More

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Planning & Economy

January 9th, 2024

Summary On Understanding Medicare

Who is eligible?
Individuals 65 or older
Individuals receiving social security disability benefits for 24 months
Kidney failure

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Market Updates

February 28th, 2024

Morning Brief

Headline News: The S&P 500 futures are down 19 points and are trading 0.4% below fair value, the Nasdaq 100 futures are down 87 points and are trading 0.5% below fair value, and the Dow Jones Industrial Average futures are down 121 points and are trading 0.3% below fair value. Stock futures indicate a lower… 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. 

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.