What to expect from wealth management services at Windsor Street Capital.

Many people are somewhat confused in regards to what you should expect from wealth management services.

At Windsor Street Capital you can expect a very personalized approach that will help you grow your wealth and will take emotions out of your investment decisions.

Private Client Services

Our highly trained teams of financial advisors will help you put together a financial plan that will help you define and fully understand your goals and risk preferences. Whether your goals are short- term or long-term, a comprehensive wealth management plan can help you:

  • Build your wealth
  • Manage your wealth
  • Transition your wealth

Your financial success and emotional financial confidence is our number one priority. A highly experienced team of financial advisors at Windsor Street Capital will create and manage a custom financial plan that considers your vision for the future, your core values and your immediate financial needs.

Estate Planning

It’s very important to work with your financial advisor, attorney and/or tax advisor on your estate plan. Maximizing what you leave behind will be a key theme throughout your estate planning efforts. You’ll want to be thoroughly informed on what actions you can take or plan now to make sure as little as possible is lost to taxes, court fees, and other expenses.

Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

Some of the topics to consider are: creating a will and a living will, having a healthcare proxy, creating a trust and developing appropriate financial strategies that include different asset classes to increase the wealth you leave for the next generation .

Retirement Planning

Financial advisors at Windsor Street Capital can provide guidance, tools, and services to help you prepare for retirement on your terms. As your financial needs and the markets change, your portfolio should evolve in sync. Our experts will help you with investing ideas and tools to help you fine-tune your investments to stay on track with your retirement goals. Our goal is to help you take mystery out of retirement and provide you with comfort and an ease of mind. If you are getting close to retirement or already at retirement we will help you figure out the best income strategies. Your financial security is our main goal. Our financial advisors will guide you through different products and asset classes to help you reach the retirement you have envisioned.

Insurance

Insurance is an essential part of wealth management – for saving, investing, and passing on wealth to the next generation. Financial advisors at Windsor Street Capital will help you choose the best policies, depending on your goals – retirement, protection, savings, wealth inheritance, capital gains, additional revenues – and your financial, fiscal, legal and family circumstances.

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We will help you understand the role of insurance in your portfolio and take complexity out of choosing the right life insurance and disability vehicles.

About Windsor Street Capital

Founded in 1993 Windsor Street Capital is a full-service broker dealer committed to providing clients with outstanding personal attention in a wide range of financial services for over 23 years. This approach distinguishes us in the industry, and accounts for our outstanding record of long-term stability and growth.

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We recognize that each individual client has a separate and unique set of investment goals. It’s critical that our goals and objectives are totally aligned with those of the clients. We invest a substantial amount of time understanding the objectives of our clients and assessing our ability to meet those objectives prior to our engagement. We are dedicated to providing value for our clients by devising the most appropriate strategies based on careful analysis of their risk tolerance and investment objectives.

Many of our clients told us that they feel that our financial advisors at Windsor Street Capital have become part of their family and have added a very meaningful advice. We always want to help our clients reach their financial goals, improve their relationship and add a sense of security in their lives. Our job is to always be there for your family, especially during the times when you feel overwhelmed and might make a decision based on overthinking or overreaction.

For more information please contact a financial advisor at Windsor Street Capital.

Call us at 1-800-606-4400

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