Horizon Wealth Management

At Horizon Wealth, we believe financial planning is about more than just numbers. It's about understanding your goals, dreams, and aspirations, and creating a personalized roadmap to help you achieve them. We take a holistic approach to comprehensive financial planning that considers every aspect of your financial life, including your personal goals, financial situation, family structure, and future aspirations.

Our Mission

Our mission is to empower our clients to achieve financial success and freedom by providing personalized guidance and support throughout their financial journey. We work as trusted advisors, helping you navigate through complex financial decisions and make informed choices that align with your unique goals.

What We Do

We offer a wide range of services to meet your diverse financial needs, including:

Comprehensive Financial Planning

• Goal setting and financial analysis
• Investment management
• Retirement planning
• Estate planning
• Tax optimization
• Insurance review and planning

Investment Management

• Customized portfolio design and implementation
• Regular portfolio reviews and rebalancing
• Access to institutional-grade research and analysis

Additional Services

• Tax compliance assistance
• Risk management consultations
• Family wealth planning

Client-Focused Approach

At Horizon Wealth, we understand that every client is different with unique financial situations and goals. We take a personalized approach to understanding your needs, preferences, and financial aspirations. We believe in open and transparent communication to keep you informed and involved every step of the way.

Our Expertise and Credentials

Our team of experienced financial advisors holds industry-respected credentials and is committed to providing personalized attention and exceptional client service. We are also part of LPL Financial, a leading independent broker-dealer, which allows us to access a vast array of resources and products to meet your unique financial needs.

Partnering with Horizon Wealth

By choosing Horizon Wealth, you can benefit from:

• Personalized and comprehensive financial planning
• Access to institutional-grade investment and research capabilities
• Dedicated and experienced financial advisors
• Transparent and open communication
• A commitment to helping you achieve your financial goals