About The Firm

You’ve got big plans for the future. Whether you want to provide for your family, retire in style or secure your legacy, you know what you want out of life. To get there, you need the best team. You need guidance on your side for investment planning, portfolio management, estate plans and more. For many investors, that can mean running all over town to connect the dots. At The Windsor Group, we keep all those services under one roof so you can take a complete approach to your financial life so you can lead the personal life you have always dreamed of.

You can always trust that our advice is fair, honest and unbiased. Why? The Windsor Group is a fee-only advisor, so we do not receive a commission for recommending specific stocks. All that matters to us is helping you get the best possible financial guidance to reach your dreams and secure your future.

With over one billion in assets under management, we work with high-net-worth individuals and specialize in the unique challenges and opportunities you face. We work with you on a one-on-one basis to create defined goals to chart your success. In addition, we encourage clients to introduce us to the rest of the family as we provide continuity as your multi-generational financial life advisor.

See how personalized, hands-on advice can help you create the future you have always wanted.

The Windsor Group is registered with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.