Even in our small town of Gainesville, Georgia there are plenty of companies branding themselves as “investment groups” – but what sets Windsor Wealth apart? We’re not only an investment group, but we’re true wealth managers who take a vested interest in each and every one of our clients.
Our process that we’ve put into place is based on an extensive checklist of wealth management and investment issues and we use this checklist to assist our clients in planning and preparing for their financial future. As a true North Georgia Investment Group, we have over 65 years combined experience working in the financial consulting industry, and bring an extensive knowledge of investing and wealth management to the table.
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.