The Standard of Excellence
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 “three heads are better than one.” Glen, David and Susan work together to develop financial plans and manage investment portfolios. All three Certified Financial Planners™ are available to address your financial planning and investment needs.
We have time and resources to individualize and customize each client’s financial plan, retirement plan, investments and portfolio management. Some advisors serve thousands of clients, limiting strategic investment research, innovative planning, efficiency, and personal relationships. Our low advisor to client ratio is ideal to ensure that your needs are met in a prompt manner.