Welcome to Horizon Private Wealth
Charting a clear path to the Horizon you envision
At Horizon Private Wealth we are more than just fiduciaries 一 we serve as your partners to help navigate life’s most important financial decisions. With decades of experience and a commitment to excellence, we help empower successful business owners, professionals, and families to chart a course toward financial success, security, and enduring legacies.
Tailored Solutions
Our Approach
Your financial journey is unique and you deserve a tailored roadmap of solutions built on integrity, transparency, and collaboration.
Guided by our dedication to your success, we combine 20+ years of experience with personalized service to deliver strategies that align with your goals and values.
Our Services
What We Offer
Strategic Comprehensive Wealth Management
Custom financial planning strategies for successful business owners and families designed to help grow, protect, and transition your wealth.
Business Growth & Exit Planning
Our 21-step process helps provide a clear roadmap on how to Protect, Grow, and Monetize your largest investment.
Institutional Investment Strategies
Intelligent, institutional portfolio management and private alternative investments tailored to help meet your evolving needs.
Tax Strategies & Planning
Tailored tax strategies in alignment with your values and goals to help retain more of your capital.
Legacy & Estate Planning
Planning customized to help protect your family, secure your legacy, and provide stewardship that reflects the values your family holds highest .
Advanced Life Insurance Strategies & Risk Management
Utilizing advanced solutions and strategies for life insurance funding. We offer detailed life insurance audits, analysis, and review to help protect your most valuable assets.
We are fiduciaries and your partners in helping navigate life’s most important financial decisions. With decades of experience and a commitment to excellence, we empower successful business owners, professionals, and families to chart a course toward financial success, security, and enduring legacies.
Your Partner & Navigator
Why Horizon Private Wealth?
At Horizon Private Wealth, we believe that successful financial outcomes are built on having clarity to make better, faster long-term decisions. Our team brings together extensive experience and a collaborative mindset to simplify complexity—helping you make informed decisions with greater confidence.
As your partner in the journey ahead, we focus on thoughtful planning, personal connection, and a process designed to align with your long-term vision.
- Practical experience grounded in real-world planning
- Holistic perspective across business and personal finances
- Tailored strategies designed around your priorities
- Collaboration with independent and experienced professionals for better insight
- A values-driven team fully invested in your goals
- Fiduciary standard of care—acting in your best interest
Our Partners
Work With Us
Looking Beyond the Horizon
We help you see the bigger picture 一 helping you navigate your financial decisions today to create better opportunities for tomorrow.
Whether you’re embarking on a new journey or securing a lasting legacy, the Horizon Private Wealth team is here to serve you every step of the way.
