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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 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

May 30th, 2023

Beyond Dementia Coalition

Windsor Wealth is proud to support our friend Bill Wittel and his new endeavor, the Beyond Dementia Coalition!   Please visit their new website to read more about the coalition. http://www.beyonddementiacoalition.org/    

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Planning & Economy

May 30th, 2023

College is how much now?!?!

Back in 2018 I published a newsletter about college costs.  The link is below: https://windsorwealth.management/college-tuition-expenses-what-would-you-do/ When I originally published this newsletter, I was asking myself the question whether I should steer my young daughter at the time to an in-state public, private or out-of-state.  If the costs were expensive then, wait until you see the… Read More

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Market Updates

June 5th, 2023

Morning Brief

Headline News: The S&P 500 futures are up 1 point and are trading in line with fair value. The NASDAQ 100 futures are down 19 points and are trading 0.2% below fair value. The Dow Jones Industrial Average futures are up 10 points and are trading 0.1% above fair value. Stock futures have been mixed,… 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.