Advice You Can Trust From People Who Care
We have had a long-term relationship with Dave Bunker and Julie. It’s equivalent to calling up a friend, getting advice and finding that they really knew what they were talking about! Our financial future has been shaped by them. Every action and bit of advice is meant personally. They are real people. We consider ourselves very fortunate to know them.
—Dr. Gary and Risa C., Windsor Wealth Management Client Since 2011
Clear Direction, Lasting Financial Security
We are incredibly grateful for the outstanding service and guidance provided by David and Julie at Windsor Wealth Management. Their expertise has given clear direction to our financial life, providing the structure and confidence we needed to navigate important financial decisions. What sets Windsor apart is their personalized approach—thoughtful, proactive, and always tailored to our unique goals. Their ability to blend financial strategy with a genuine concern for our well-being has been both exceptional and comforting. Trust and communication are the foundation of our relationship with David and Windsor, security and performance are the results. We have complete confidence that even when we are unable to focus on the details, our financial affairs will remain organized and secure. We highly recommend David and Windsor Wealth Management to anyone looking for a knowledgeable, trustworthy, and dedicated financial advisor with a commitment to excellence. David and Julie have made a positive lasting impact on our financial future.
—Ed and Dale D., Windsor Wealth Management Client Since 2022
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
A Trusted Guide Through Every Financial Adventure
I moved my investment portfolio to Fidelity (custodian for Windsor Wealth Management client assets) for one simple reason — personal guidance (hand-holding.) My advisor is now also a friend who has guided me successfully along my financial adventures.
—Gerald S., Windsor Wealth Management Client Since 2022
A Steady Hand in a Chaotic World
Windsor Wealth Management is a reassuring presence in a chaotic environment. The team is trustworthy, helpful, and accessible. Dave consistently helps us meet our evolving short-term and long-term financial goals. He answers our questions clearly and promptly. Dave proactively helps us understand the options, benefits, and consequences of various financial moves such as converting IRAs or helping family members financially, etc. He takes the time to understand our personal risk tolerance, and he manages our diversified portfolio accordingly. Dave and his team always treat us as a valued client. We have a trusted partner in Windsor Wealth Management and we recommend them without reservation.
—Jon & Kristen P., Windsor Wealth Management Client Since 2021
A Reliable Partner in Financial Stability
Windsor Wealth Management has proven to be a trustworthy, honest and valuable asset for my financial needs. I highly value the honest relationship geared to my personalized needs to ensure my financial well-being. They are always available for consultation and I appreciate the timely updates, information on market strategies and suggested courses of action, if changes are recommended. They have proven to be accurate and efficient. I feel they have made a significant difference in terms of my financial stability and I have utmost confidence and trust in them.
—Barton S., Windsor Wealth Management Client Since 2012