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Wealth Management Firm

Are you looking for a Gainesville, Georgia based Wealth Management Practice to work with you on your financial needs? Windsor Wealth has over 65 years combined experience in the wealth management and financial consulting industry. With the philosophy that each and every individual is unique, we get to know our clients and their unique financial needs.

Based in Gainesville, North Georgia

Based out of our office in Gainesville, Georgia, we’re only about an hour from downtown Atlanta. We conveniently work with clients across North Georgia as well as the metro-Atlanta area. Specializing in services like Portfolio management and risk aversion, our team is well equipped to work with you to meet those financial goals and properly manage your wealth.

To learn more about our Family Wealth Planning Process, click here. We start by having you into our office in Gainesville, and sitting down with you to determine if the right fit is there. Once that is determined, we work with you to get a better understanding of your needs and what you wish to accomplish. Once we’ve gathered all of your financial and investment information, we analyze it to determine the right path, and then implement an investment strategy to fully manage your wealth.

As a North Georgia based Wealth Management Practice, we’re proud of the work we’ve accomplished with and for our clients, and we look forward to working with you!

Wealth Management

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.