The guidance we offer at Horizon Wealth Management enables our clients to pursue order and clarity in their financial lives.
The promise of the fiduciary standard.
At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients.
And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families.
The guidance we offer at Horizon Wealth Management enables our clients to pursue order and clarity in their financial lives — often for the first time. As a result, they can implement strategies to preserve, grow and ultimately transfer their wealth in a way aligned to their wishes.
More than just an asset management firm, our practice blends intricate tax planning, estate planning, business succession planning, retirement planning and income replacement solutions into a client’s financial plan.
Over time, we’ve acquired tremendous wisdom, experience and recognition through all types of market cycles with our clients. We look forward to helping more clients strive towards their financial goals, with the trust, ethics and prudence that define the fiduciary standard.
Securities offered through LPL Financial, member SIPC www,sipc,com. Investment advice offered through Horizon Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.