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Fee-Only Retirement Planning and Investment Management
Serving Business Owners, Executives, Families and Retirees
Helping You Prepare for Retirement & Maximize Retirement Income
For more than three decades, Windsor Wealth Management has been providing retirement planning and investment management services.
Our clients enter retirement knowing how much they can spend, and have a tax-efficient strategy to draw on their savings during retirement.
Who We Work With
More than 200 clients trust us to grow, manage and protect their life savings; equaling about $200 million in client assets under management.
Competitive Fee-Only Retirement Planning
The only payments we receive are from our clients. We don’t accept commissions or sell financial products and our fees are low compared to the industry average.
Meet the Team
For more than 25 years, Dave has been providing retirement planning and investment management services.
Our Difference
Our advisors are Registered Investment Advisors, aka fiduciaries, legally obligated to put our clients’ interests above our own.
Services & Fees
Our focus is selecting longstanding and reputable investments that match your unique risk tolerance and long-term goals.
Peace of mind that comes from having a financial and investment plan tailored to your own specific life goals and objectives. A plan that has the flexibility to adapt with the inevitable changes that happen during one’s life and the strength to stand strong during times of uncertainty.
Trusted. Proven. Recommended.
Highly Individualized Service You Can Trust
Windsor Wealth Management has allowed me to retire early through their personalized approach to our portfolio. Their services are highly individualized and specific to your account regardless of its value. I couldn’t be more pleased with Dave and his associates.
—Carolyn C., Windsor Wealth Management Client Since 2008