Windsor Private Wealth, LLC
Investment Bank/Securities Brokerage - Boston, MA, US
Windsor Private Wealth, LLC Employees
Windsor Private Wealth, LLC Details
We have dedicated ourselves to helping our clients realize their visions of a successful life. To do this we first work to develop a nuanced understanding of each family's needs, challenges, and aspirations. We then help them create and implement highly customized, comprehensive, seamlessly integrated wealth management plans encompassing every area of their financial lives. Personalized cash flow modeling, portfolio optimization, liability management, philanthropy strategies, risk management, lifestyle management, record keeping, and reporting are all optimized and coordinated for our clients.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Windsor Private Wealth, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This page is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For a
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