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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 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

May 26th, 2020

A True Hero

The word hero gets thrown out a lot in our society, and it can mean different things to different people. The meaning has for sure changed for me since I was a younger man, and so have the people that I call a hero. Please, allow me to explain: The first hero for me that… Read More

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Planning & Economy

June 2nd, 2020

Open-Up Bunky

No wonder Memorial Day saw a bunch of folks frolicking on the shores of Lake of The Ozarks. By every account, comparing predictions, projected infection rates, hospital usage, and deaths associated with the COVID virus to the actual cases convince me that we may have wildly overreacted to this virus.  To wit, “The COVID-19 death… Read More

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Market Updates

June 2nd, 2020

Daily Commentary

Headline News: U.S. stock futures are higher this morning helped by reopening optimism, monetary policy, and COVID-19 medical progress. Investors appear to be disregarding the national riots and more trade tension with China and seeking risk on investments in place of safer assets. Overnight, global markets moved to three-months highs added by the bullish tone… Read More

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Market Month – May 2019

June 26th, 2019

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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.