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Windsor Financial Group, LLC

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Windsor Financial Group, LLC

Overview:

At Windsor Financial Group, each client is paired with a team of professionals including at least one Wealth Planner and Portfolio Manager. We bring a unique set of experience and expertise to every relationship. Our team holds the highest professional designations in their respective areas: Certified Financial Planner ®, Certified Public Accountant and Chartered Financial Analyst.

We are dedicated to building collaborative partnerships with our clients based on experience and passionate advocacy in preserving their financial security while supporting their personal goals. We share parallel interests with our clients by providing conflict-free advice, allowing us to passionately advocate on their behalf. Our experience and expertise focuses primarily on comprehensive financial planning and investment management including the use of domestic and international equities, municipal and taxable bonds as well as alternative investments where appropriate. Our team of professionals is dedicated to building and preserving prosperity as we assist and guide our clients in reaching their goals, today and tomorrow.

We view the relationship we have with our clients as a partnership, one that offers sound judgment and solid recommendations based on research, fundamental analysis and years of experience. We stand with our clients every step of the way. The path is winding and the terrain may not always be smooth. Nonetheless, the one constant in our relationship is that each client will be nurtured and supported with knowledge and expertise that will endure for generations.

Services

Investment Management

Growing and preserving assets on a risk-adjusted basis is critically important. At Windsor Financial Group, we begin the process by getting to know each client personally as we dig deeper into their specific financial goals. Only then can we discern an appropriate level of risk as we build a financial model to meet their defined goals and objectives.

We manage the inherent risk in financial markets through asset allocation. Our approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and where appropriate, other alternative assets. Including a broad array of asset classes in each portfolio can reduce risk while producing more stable returns over time.

The investment professionals at Windsor Financial Group analyze both our proprietary portfolio investments as well as those offered by outside independent managers. Each investment is weighed individually on specific criteria – not just historical performance – to determine whether it meets an acceptable level of risk and the highest possible return for each client’s individual portfolio. We rebalance portfolios periodically to take advantage of any strategic opportunities to overweight or underweight asset classes or sectors as specific risk and return expectations dictate.

Wealth Planning

We provide guidance on many complex financial decisions. Some of these areas include:

Retirement Analysis
Employee Benefits
Risk Management
Education funding
Estate planning strategies
Income tax planning strategies
Intergenerational Planning
Executive Compensation Planning

Our client’s financial situation may involve a team of professionals. In working with outside advisors, we can act as an advocate to engage or collaborate with other professionals. This may involve:

Attorneys for estate planning and legal advice
CPAs for income tax preparation and advice
Insurance Agents
Private Bankers
We share parallel interests with our clients; we do not sell products and therefore, we provide conflict-free advice. We strive for alignment in our client’s financial plans and strive to meet their goals and objectives.

History:

Founded in 1986, Windsor Financial Group is an independent, privately-owned, fee-only registered investment advisor. Our services include investment and wealth planning for individuals and institutional clients.

Toll Free: +1 800 945 0945

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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