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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 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

July 9th, 2020

Daily Commentary

Headline News: U.S. stock futures are higher despite another large number of unemployment claims reported for the week ended July 4th. Initial claims for benefits totaled a seasonally adjusted 1.314 million, down from 1.413 million from the prior week. The report suggests the U.S. economy remains weak even though there has been an increase in… Read More

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Planning & Economy

July 6th, 2020

Instant

Is it instant for you too? We got sidetracked this past Monday during our Investment Committee Meeting: that is, John, Christina, and I wandered off of the agenda into a series of personal diatribes. Yes, our impatience with the world has increased. Due to, we think, the era of the PDA, Personal Digital Assistant, (remember… Read More

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Market Updates

July 8th, 2020

Daily Commentary

Headline News: U.S. stock futures are slightly higher despite continuing concerns about the rising number of coronavirus cases. Economists worldwide are leary that a potential second wave could slow down the U.S. and global economies. Markets: The S&P 500 sold off on below support at 3155.53.01 and closed at 3145.32, and volume was again below… 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.