The Windsor Wealth Management Story

During our 30 years of growth, Windsor Wealth Management has embraced technology while keeping our relationships personal. With Windsor, successful individuals and institutions with ambitious capital goals can expect a relentless ally. Our business model allows us to be just as invested in our clients’ success as they are.

We understand that clients want professional, quality guidance with insight based on their needs and lifestyles—without paying for all the bells and whistles that other firms charge. Windsor focuses on quality advice and superior service while using the latest technological tools for planning and investment to reduce fees. We work tirelessly to help our clients achieve their hopes and dreams.

Windsor is strong and resilient, especially in turbulent times, because informed strategy—not emotion or impulse—guides our decision-making. We are 100 percent transparent and show full accountability.

As a result, Windsor’s client satisfaction is high, and costs are low. For over three decades, we’ve helped ambitious people achieve amazing things.

Our Mission Statement

Windsor Wealth Management is a relentless ally for successful individuals and institutions with ambitious capital goals.