About The Firm

Windsor Wealth Management is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we don’t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. We’re tech savvy, we do our homework and we have deep knowledge in lots of different areas. Third, we keep our advisor- to-client ratio low, which allows us to deliver exceptional value to the people we serve. Our team is broadly knowledgeable, but also includes many specialists. So, you can rely on us for informed answers to virtually any finance-related question.

At the end of the day, the purpose of our work is to help you achieve the unique outcome you desire. So far, this approach has worked well. We’ve been around for more than 30 years, and we’re still growing today.