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Why Windsor Wealth?

Our financial advisors understand that 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.
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On a More Personal Note

June 3rd, 2025

On a More Personal Note – April 2025

Christina Jones was recognized as the 2025 Rising Star at the Junior Achievement Hall of Fame event.

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Life & Fun
 

September 15th, 2025

Friday Night Lights with the Boys and Girls Club of Hall County

Windsor Wealth Planners & Strategists were honored to host the Boys & Girls Club of Hall County at a Gainesville High football game.

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Planning & Economy

January 12th, 2026

Your Financial Checklist for the New Year

Start the New Year with confidence. Discover a comprehensive financial checklist to help you achieve your financial goals.

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Market Updates

February 10th, 2026

Morning Brief

Markets: The S&P 500 rallied for a second day, closing higher at 6,964.82. The index should be able to hold these levels for several days before attempting to break out above the resistance level at 6,986.33. The RSI index is not rising at the same pace as the S&P 500, suggesting a base needs to form at these levels. Today’s trading is likely to remain in a tight range as the index consolidates the recent gains. John N. Lilly III CPFA Accredited Portfolio Management Advisor℠ Accredited Asset Management Specialist℠ Portfolio Manager, RJFS Partner, DJWMG Windsor Wealth Planners & Strategists       Futures trading is speculative, leveraged, and involves substantial risks. Investing always involves risk, including the loss of principal, and futures trading could present additional risk based on underlying commodities investments.   The Relative Strength Index (RSI), developed by J. Welles Wilder, is a momentum oscillator that measures the speed and changes of price movements.   The percentage of stocks trading above a specific moving average is a breadth indicator that measures internal strength or weakness in the underlying index. The 50-day moving averages are used for short-to-medium-term timeframes, while the 150-day and 200-day moving averages are used for… 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. 

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