Fair or not, most people are skeptical of financial firms. When building a legacy, you don’t need a coach or a cheerleader. And you don’t need a quiz to figure out your retirement goals. You need a team of trusted experts ready to go to work for your very specific set of goals and concerns. A team that will identify opportunities, answer hard questions, and answer the phone whenever you call.
You need Windsor Wealth Management. We are aware of the obstacles in your way, and how to scale them. We help you identify opportunities, avoid pitfalls, and make sure you arrive at your destination safely. We’re just as invested in your success as you are. That’s why Windsor takes care to be 100% transparent and show full accountability. You’ll find that we are refreshingly approachable, and communicate in clear, conversational language.
Windsor Wealth Management is strong and resilient, but we never panic or resist change. In tough or transitional times, informed strategy—not emotion or impulse— guides our decision-making.
- Channing F. Mitzell CFP® President and Managing Principal
- Randall D. Clark CFP® Co-Founder and Managing Principal
- Robert S. Kaspar, CPA Managing Principal
- Brian Shupe, CFA Managing Principal
- Frank Esposito, CFA Managing Principal
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.