General Info

The Windsor Group is a wealth management firm that focuses on clients with high-reaching goals. People trust us for three reasons: First, we donâ??t work on commission, so we can provide truly unbiased advice. Second, we have an amazing team. Weâ??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.