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 understand the lingering uncertainty that comes with a major life transition like retirement. That’s why we go beyond growing your wealth—we also help you connect the dots across all aspects of your financial life, including your investments, Social Security benefits, income, taxes and legacy.
Our number one goal is to help you see your financial future clearly.
We do this by turning your lifetime of savings into a monthly, tax-efficient “paycheck” designed to last throughout your retirement.
This strategic process gives you the confidence to enjoy your retirement without worrying about money.
Here’s why so many clients (and their adult children) stay with us for the long haul:
Lifetime Income & Beyond
Guiding you in building sustainable income for life is our core expertise.
Helping you care for your family—long after you’re gone—is where our investment management really shines.
It may sound counterintuitive, but many retirees end up with more money than what they started with, even after 30 years of retirement. Here’s how: 3 Steps To Help Your Money Outlive—You.
Approachable & Experienced
David Bunker, founder of Windsor Wealth Management, has spent 25+ years helping hundreds of individuals, families and business owners plan for and achieve retirement.
His experience spans the full spectrum of wealth management—from retirement income planning and tax strategies to portfolio construction and risk management.
Dave has guided clients through almost every kind of market: booming highs, unpredictable swings and uneasy lows, always with a focus on your long-term goals.
Known for his approachable style, Dave helps ensure you feel comfortable asking questions, so you can make informed decisions.
His credentials include a master’s degree in finance and financial management services and a financial planning graduate certificate from Bentley University, alongside a bachelor’s degree in finance from Syracuse University.
Dave is also a Series 65 licensed fiduciary.
Responsive Service
The WWM team prioritizes connection.
Expect prompt responses to all inquiries, usually the same business day.
Clients also receive our monthly briefing (written by us), keeping you informed about important financial developments.
Call, email or meet with us anytime—it’s always welcome and never an extra charge. (Sign up for our monthly financial briefings and receive the Prolonging Retirement Income checklist.)
Daily Monitoring & Rebalancing
A key part of our investment process is active monitoring of client portfolios.
We review 20 to 30 accounts daily, adjusting holdings to maintain target asset allocations. This helps ensure client portfolios stay aligned with their investment goals and market conditions.
This also frees our clients to focus on what matters most to them, without having to worry about the day-to-day movements of the market.
Licensed Fiduciaries & Fee-Only Advising
Our advisors are Investment Advisor Representatives and licensed fiduciaries.
We’re legally (and personally) committed to putting your interests first. It’s more than a requirement; it’s how we’ve built lasting client relationships, reflected in our 98% client retention rate.
As a fee-only financial advisory firm, we don’t earn commissions or sell products. This helps ensure our advice is always aligned with your goals.
Finally, our commitment to your bottom line is reflected in our fees, which average 22% below the industry average.
Ultimately, our mission is to give you the confidence to enjoy the retirement you’ve worked so hard for.
Schedule Your Complimentary Consultation
Receive help retiring to the life you want.
Book Now
Related Resources
Guide to Working with Windsor (FAQs)When to Hire a Financial Advisor