Client Support

The Private wealth advisors of Horizon Wealth Management each have a dedicated, highly-trained support team to assist clients with day to day needs such as:

• Processing account contributions and distributions
• Establishing access and assisting clients with Account View
• Updating financial planning projections
• Answering questions regarding account balances and assets 
• Coordinating between clients and third parties (annuities, 401k rollovers, etc.)
• Submitting account updates or change paperwork

Our extended support team are long-time members of our practice, who enjoy building lasting relationships with our clients.