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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.