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.