We Are Available
At Horizons Wealth Management we expect to be with you for a long time. We want to help you live your dreams and pass on your legacy.
Many other potential advisors will retire before you expire. Think of a relationship with Horizons Wealth Management as a long-lasting solution. We feel that our age ranges provide you the perfect balance of experience and longevity. Our careers should be going strong to see you through retirement and possibly transition to working with your family’s next generation. This can be a powerful asset preventing you, your spouse, and your family from needing to start over building a new advisor relationship later in life.
We strive to treat every individual with respect, fairness, and integrity. Because of our high standards, we are confident our knowledge, skills, and superior quality services will become evident over time.
Your Future Is Important to Us
To provide our clients with the professional financial assistance they need to reach their dreams.
Horizons Wealth Management is committed to excellence and delivery of quality client service. That commitment will be upheld through generations by acting in your best interest. We are building a strong foundation for your future and your legacy through outstanding financial services, wealth management and business financial services.
HORIZONS WEALTH MANAGEMENT VALUES
Horizons Wealth Management fulfills its mission by upholding the following core values:
- To be responsive and exceed client expectations
- Absolute integrity and honesty in all relationships
- Family focused work environment
- Commitment to our communities with time, talent and financial support
- Continuous learning and leadership development
- Efficient and effective use of secure technology
Horizons Wealth Management provides Fee-Only financial services customized to meet each client’s unique needs. The result is unbiased financial advice from professionals who are committed to acting as a fiduciary in a client-centered relationship. We analyze all aspects of your finances to design a roadmap to help you reach your financial goals and provide you with peace of mind.