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Collective Experience

The strength of our professionals.

When addressing complex financial issues, we believe strategies developed collaboratively by a team of experts are stronger than those developed in isolation. So our Private Wealth Advisors consult with each other to develop an approach to your portfolio that’s rock-solid.

In addition, we partner closely with a network of tax, legal and estate planning experts for a full-service, integrated advisory practice.*

The collective expertise model

Your Private Wealth Advisor works closely with the entire Horizon Wealth Management team to develop strong financial planning and investment strategies. They consult the firm’s network of tax, legal and estate planning experts as needed for your unique situation.*


*Tax and legal services are not offered by Horizon Wealth Management, LPL Financial or affiliated advisors.