At Horizon Wealth Management, we give you the confidence of working with an independent registered investment advisory firm, commonly called a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients. Our commitment to you extends beyond this duty to our sophisticated, institutional-grade approach to your investment. Horizon distinguishes itself with our exclusive level of client support suited to the complex needs of individuals and families.

Horizon's experienced advisors take a holistic approach to comprehensive financial planning that accounts for your personal goals, financial situation, family structure, and future aspirations. When you reach out to a Horizon advisor for your initial consultation, we'll talk through your plans, dreams, and concerns. Our goal is to develop a deep understanding that comes from personalized attention so we gain the knowledge we need to successfully manage and potentially grow your wealth.

Sometimes the more wealth you have, the more complex financial issues become. That’s why we tackle your total financial picture in a boutique manner, guided by unwavering good judgment and sound financial advice. We blend our wealth management solutions with tax, estate, retirement, and income replacement solutions to help ensure that every aspect of your financial life is managed consistently with the others.