You know where you want to go. We’ll make sure you get there.

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.

Windsor Wealth Management. The power to pursue your dreams with unshakable confidence.

We help create a rock-solid future for your children.

“Windsor’s true product is your peace of mind.”

- Channing F. Mitzell CFP®
President and Managing Principal

We aim higher.

“Windsor does whatever it takes to get the answers you need. We’re high on effort, low on excuses and always willing to go the extra mile.”

- Randall D. Clark CFP®
Co-Founder and Managing Principal

We’re just as invested in your success as you are.

“With your Windsor team of experienced professionals at your side, planning your future is easy, but more importantly, monitoring your progress is critical. We are here to assist with no bias or conflicts.”

- Robert S. Kaspar, CPA
Managing Principal

We offer comprehensive solutions.

“Much of what we see and hear daily is noise that has little bearing on achieving longer term objectives. Our role is to assist our clients in focusing on the objectives and not the noise.”

- Brian Shupe, CFA
Managing Principal

We help you get where you want to go.

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

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How We Work

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.