Wealth Management Firm Near Me - Facebook Icon IMG  Wealth Planning Near Me - Certified Financial Planners Twitter Icon IMG   Find A Financial Advisor Near Me - Wealth Planners Linkedin Icon IMG 


Access Your Account Online

☰ Menu

Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Welcome to LEARN MORE NEW NAME, SAME CLIENT CARE. Personal Financial Planners Near Me - Windsor Wealth Group IMG 11-10-2020 Slide Take the Guesswork Out of Investing. Balanced Risk. Max Tolerance. Calculate with Knowledge. Invest Wisely. Real-World Analysis. Find Your Optimum Level. Am I going to have
Are you approaching retirement and
worried that you might not have
enough saved to this point.
We can help!
I’m about to retire:
Am I prepared?
Retirement is right around the corner and
I’m not sure that I’m prepared for what’s
next. At this point, what steps can I take?
I’ve heard Social
Security is
complicated, is it?
How do I maximize my
Social Security Benefits?
I’m about to retire what do
I need to know about
I just lost my husband or wife, and I'm not
sure what to do to manage my finances.
I just lost my loved one;
now what?
I've heard there are penalties.
What's it going to cost?
I just went through
a divorce.
I need someone to assist me in managing
my money and helping me plan successfully
for my future.
I have a major medical
issue and I’m not sure
what I should do?
Is the diagnosis correct? What
doctors are best? Which facility
has the best outcomes?
Why should I hire someone
over doing it myself?
I don’t have the time or energy to work with
someone else on my retirement plan or investing
right now. Why can’t I just do it myself?
I'm a woman managing
As a woman managing a company,
financials, or making decisions
regarding wealth, you have a unique
set of issues to deal with.
How do I sell my business
and who should I sell it to?
I’ve done well for myself, and now I’m
looking to cash in on my business.
Where do I even begin?
Just getting started? Whether you’re a young family or a
single professional we’re here to
help you get started with investing
and planning for the future.
Wealth Management Firm Near Me - Seminars IMGSEMINAR
Wealth Management Firm Near Me - My-Risk-O-Meter IMGRISK-O-METER
Wealth Management Firm Near Me -  Family Wealth Planning IMGFAMILY
Wealth Planning Near Me -  Portfolios IMGPORTFOLIO Find A Financial Advisor Near Me - Stages of Life IMGSTAGES
Wealth Management Group Near Me - Case Studies IMGCASE

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 65 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

December 22nd, 2020

2020 Community Support

We enjoy being a part of this community and are thankful that we can contribute to our community through volunteerism, donations and company sponsorships.  We have partnered with the following non-profit organizations this year. Court Appointed Special Advocates (CASA) Gainesville Ballet Gainesville High School Athletics Gateway Domestic Violence Center Elachee Nature Center Junior Achievement Kiwanis… Read More

View All Posts

Planning & Economy

March 22nd, 2021

Planning for Medical Expenses in Retirement

One of the most consequential budget items retirees will have to contend with during retirement is the seemingly, ever-increasing medical costs.  But how do people prepare for the rising medical expenses that they are likely to incur during retirement?  As an Example, Year-over-year medical costs have increased anywhere from 2%-8%. That is where a Health… Read More

View All Posts

Market Updates

April 12th, 2021

Daily Commentary

Headline News: U.S. stock futures are lower as investors prepare for the start of the first-quarter earnings season. S&P 500 earnings are expected to rise by 25% from a year ago, according to Refinitive IBES data and the most significant quarterly gain since 2018. Later this week, U.S. consumer price data will be released and… Read More

View All Posts


©2019 Broadridge Investor Solutions, Inc.

Market Month – May 2019

June 26th, 2019

View All Podcasts

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.