Experience you can trust
You’ve worked hard to get where you are. Now, we’ll work hard to help you get where you want to go.
At Windsor Essex Wealth Group, we are driven to help you build on your success. We know that exceptional service is essential and believe our clients want to work with a local team that is qualified, experienced and most of all, caring.
We take a disciplined approach to helping you build your investment strategy and a personal approach to our relationship with you.
Stripping away layers of complexity
When your lifestyle shifts and obstacles or opportunities arise, we’re here to help take care of the financial layers so you can focus on everything else.
Our full suite of services means we have the tools to help smooth life’s bumps and imperfections.
* Some of the services listed above are provided in collaboration with TD specialists.
Getting to know you, year after year
Working together with you, we can create a wealth plan that evolves with your lifestyle.
Give us a call
Get in touch to meet Jacquie, Jody and the team.