As the founder of Windsor Private Wealth, LLC, my mission is to help enhance your life by seeking to preserve and increase your wealth. The clients we serve are successful individuals and business owners, family offices, and endowments. Our services will be customized to reflect your unique needs. Based in Boston and Chicago, our team of 6 talented wealth management professionals stands out for the complementary capabilities, perspectives, and experiences we bring to you. To do this, we apply our more than 140 years* of accumulated knowledge of capital markets and access to extensive resources both inside and outside Morgan Stanley. Managing Your Assets and LiabilitiesWe customize investment portfolios to your unique requirements, including hedged strategies to help you manage downside risk and prepare your portfolio for the unexpected. Our goal is to minimize the impact of market volatility on your wealth.We also offer cash management and lending solutions. Our recommendations are independent and unbiased, and we will work with you on an individual basis to customize solutions for your distinct requirements. Planning Your Financial FutureBefore we can make investment and wealth planning recommendations, we need to thoroughly understand your unique circumstances. Thus, our planning process involves gathering both personal and data-driven information to come to recognize your financial needs and objectives. With this information, we can help personalize a roadmap for your financial future.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 additional information, please contact our Compliance department at 844-553-7872.