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Windsor Form ADV & CRS Brochure

Please click the link below to view the most recent Form ADV & CRS Brochure for Windsor Wealth Management:

Windsor Form ADV & CRS Brochure

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Windsor Wealth Management

Office: (317) 848-3005

Indianapolis Office

500 East 96th Street, Suite 450

Indianapolis, IN 46240

info@windsorwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

We are an investment advisor registered with the SEC and notice filed in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, New York, Ohio, Oregon, Tennessee, Texas, Vermont & Virginia. Windsor Wealth Management is affiliated with Windsor Financial Services. Windsor Financial Services is licensed to sell securities in Indiana, Michigan, Illinois, Arizona, Florida, Colorado, and Texas. This communication is strictly intended for individuals residing in the states listed above. No offers may be made to or accepted from anyone outside the specified states referenced. Registration does not imply a certain level of skill or training.

Securities offered through Crown Capital Securities, L.P., a registered broker/dealer. Member FINRA & SIPC.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Copyright © 2017 • Windsor Wealth Management