With over 90 years of combined experience
in the financial consulting industry…
With over 65 years of combined experience in the financial consulting industry in Gainesville, GA we are fully invested in our clients. We assist clients in the attainment of their life ambitions and the management of their wealth. Simply stated, we help our clients accumulate, distribute, preserve and ultimately transfer their wealth. In order to do this we focus on our clients’ life events and assist our clients in articulating their goals and defining their objectives. We have developed a process based on a checklist of wealth management issues which helps our clients prepare and plan for their specific life events.
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.