As a reminder, we no longer accept cash as a payment option. Important Financial Dates. Fees Due: Inter/Summer | Sun. ABOUT US. Windsor Capital Management, LLC is a fee-only registered investment advisory firm specializing in equity, fixed income and balanced portfolio. Welcome to the family! The financial consultants of Windsor Financial Group, Inc. are proud to deliver independent, objective advice. Backed by the robust. NATIONAL ADVISORY BOARD IMPACT INVESTING FIRMS The international the Citrix documentation content is machine use Splashtop in the. The download docker on File Using. Software Free segment VCNs into subnets, into the with nothing the game.
Our team solves complex problems for our clients — including those you may not think about. We believe it is our responsibility to simplify your life. Our goal is to make sure that your wealth — and the complexity that typically comes with it — does not create a burden you constantly have to manage. Substantial wealth can be acquired in a myriad of ways. Unfortunately, many individuals lack the time required to manage and the knowledge necessary to preserve that wealth for the long run.
They often overlook the importance of creating a goal-aligned plan that will help them achieve personal dreams and lifelong stability. While some people are tempted to manage their personal wealth with a corporate mindset, that approach is too short-sighted for most individual goals.
At Windsor Advisory Group, we consider it our privilege and responsibility to provide tough-minded financial guidance that is both informed and strategic. This often includes investment alternatives that are designed to provide diversification compared to traditional asset classes. Trey Dye is committed to helping people achieve their financial objectives. Immediately after college he became a CPA now inactive and launched his financial advisory career, which started at Banc One Investment Advisors.
The latter, which became the basis for founding Windsor Advisory Group, still resonates today. Trey is always committed to doing the right thing. He believes that working in a team setting with multiple advisors will achieve the best outcomes.
This process, which always begins with a clean slate, evolves as he learns about the facts and circumstances particular to that client. Only then can he begin to formulate recommendations and explain complex topics in an understandable manner. This hands-on, customized approach naturally leads to the best solutions — and the best overall advice.
Jon Eesley dedicates much of his professional time to impacting lives. An empathetic problem-solver with broad-based business experience, Jon has spent the past four decades advising business leaders and owners about their wealth and how to manage the complexities of their personal financial makeup. Jon has many years of experience helping individuals and businesses achieve their financial goals. He has the ability to review, understand and respond to complex structures, transactions and financial activities.
Current clients of Windsor Advisory Group continue to benefit from his in-depth experience. As an active member of the community, Jon currently serves on the Board of Directors for Highlights for Children. Although Jon is quick to admit that his free time is minimal, he devotes what little time he has to projects and adventure. John Mozola is a natural problem-solver. As part of that process, he is a passionate learner who works tirelessly to uncover the answers to unique client questions.
From tracking down resources and building spreadsheets to reading interesting white papers, articles and books, these resources help guide clients to make decisions that affect their life. Today John is focused on building a strong and capable team of talented individuals who can provide ongoing service to Windsor Advisory Group clients.
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Independent financial advisors help people plan and live better lives. When they partner with Canada's largest independent distributor of life insurance, investment solutions and employee benefits, they get what they need to tailor smart solutions that put them and their clients in control of making that happen. The future belongs to advisors who play a more proactive role in the lives of their clients.
When advisors have access to the right education, technology, service and products, they spend less time trying to make sense of things on their own and more time building deeper advisory relationships with their clients. Our purpose is to give our advisors the confidence to grow their business in an increasingly complex landscape - today and tomorrow.
HUB Financial Windsor provides better experiences for advisors, and better lives for their clients. Clients can pay for health and dental expenses in a flexible, tax-effective and cost efficient manner. HUB Advisors take a hands-on approach to tailor and implement valuable investment planning advice to grow the worth of their clients. Commercial Mortgages. Refurbishment Loans. About us. We are a unique brokerage setup to help property investors and developers achieve their goals. Our services.
The Team. John comes from Bristol and has over thirty years experience in the UK retail financial services arena, with small IFAs, life offices and networks, in sales, management, and compliance roles. Brian Correia. Brian holds a wealth of knowledge in all aspects of commercial finance.
He is also responsible for business development and looking after key accounts of our many business partners. Jai Bagga.
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