Integrity
At Horizon Wealth Management we believe that one of the most important aspects of wealth planning is helping you to preserve what you hold dear — the lifestyle you enjoy today and anticipate for tomorrow, the income you will rely on in retirement and the legacy you will leave. These objectives require thoughtful and comprehensive planning to help ensure the wealth you have accumulated can continue to grow and support the lifestyle you desire now and throughout your years in retirement.
Objectivity
As independent advisors and fiduciaries, we provide objective advice and guidance that will help put your interests first in working towards your financial goals.
Professionalism
Our team of CERTIFIED FINANCIAL PLANNERS TM (CFP®) takes a proactive approach to developing financial strategies with the ultimate goal of helping to preserve your lifestyle now and in retirement. We begin by learning what is most important to you and developing strategies aligned with your personal goals and objectives.