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.Contact Us
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A four-step framework for building a personal legacy.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
There’s a link between debt and stress.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The earlier you start pursuing financial goals, the better your outcome may be.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the importance of having an estate strategy in this helpful and informative video.
An amusing and whimsical look at behavioral finance best practices for investors.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?