Team Approach

Horizons Wealth Management offers a team approach to financial planning.  We allow you to work hand-in-hand with more than one advisor. At HWM, we take a true team approach to working with our clients. We believe in the adage that “two heads are better than one.” Glen and David work together to develop financial plans and manage investments. Both Certified Financial Planners are available to address your financial planning and investment needs. 
Learn more about the CFP® Certification, The Standard of Excellence

We individualize and customize each client’s financial plan, retirement plan and portfolio management. Our ideal advisor to client ratio will ensure that your needs are met in a prompt manner. For example, some advisors serve thousands of clients, limiting strategic investment research, innovative planning, efficiency, and personal relationships.

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