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Private Wealth Management

Have you been looking for private wealth management in or around North Georgia? Private wealth management is a combination of financial planning, portfolio management, and other assorted wealth management services that are performed for individuals. Here at Windsor Wealth, a Gainesville, Georgia based wealth management firm, we work with our clients as financial advisors to enhance their financial situations and assist them in setting medium and long-term goals for their finances.

Gainesville, Georgia Wealth Management Services

Based in Gainesville, just an hour north of Atlanta, Windsor Wealth has over 65 years of combined experience in the financial consulting industry, specifically in private wealth management. Part of our strategy is listening to our clients describe their short and long terms goals, and then working with our North Georgia clients to put a financial plan in place to meet those goals.

With Atlanta right down the road, Gainesville, Georgia is an epicenter of financial growth and investment, and we here at Windsor Wealth are at the center of it – striving to provide the most top-notch private wealth management for our clients that we possibly can.

Private Wealth Management Firm

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. 

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.