Fee-Only Licensed Fiduciaries
You’ve done well, and you likely have enough to retire comfortably. But what if you could have more than just “enough”? What if you could have a clear picture of your financial situation and the confidence that your money will last?
This is the Windsor Wealth Management (WWM) difference. We help you connect the dots across all aspects of your financial life—investments, Social Security, taxes, and legacy—so you can enjoy your retirement with confidence
Lifetime Income & Beyond
We help you build sustainable income for life and care for your family long after you’re gone. Many retirees end up with more wealth than they started with. Learn how our 3-step process helps your money outlive you.
Approachable & Experienced
Founder David Bunker brings over 25 years of wealth management experience—guiding clients through all types of markets. With credentials from Bentley and Syracuse, Dave’s approachable style helps clients make informed decisions with confidence.
Responsive Service
Expect same-day replies and personal attention. Clients receive monthly briefings to stay informed and always have access to us without additional fees. (Sign up for our briefing and receive the Prolonging Retirement Income checklist.)
Daily Monitoring & Rebalancing
We monitor and adjust client portfolios daily to ensure alignment with investment goals and market changes—freeing you to focus on what matters most.
Licensed Fiduciaries & Fee-Only Advising
We are licensed fiduciaries and fee-only advisors. Our advice is always aligned with your goals—not commissions. Our fees average 22% below the industry standard, and our 98% client retention rate reflects the trust we build.
Schedule Your Complimentary Consultation
Receive help retiring to the life you want.
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Related Resources
Guide to Working with Windsor (FAQs)When to Hire a Financial Advisor