Our Services
Our Services
Looking Beyond the Horizon
At Horizon Private Wealth, we help you see the bigger picture—ensuring that your financial decisions today create opportunities for tomorrow. Whether you’re embarking on a new journey or securing the legacy of a lifetime, our team is here to guide you every step of the way.
Families & Professionals - Tailored Wealth Solutions
Your goals, your legacy. We design personalized financial strategies that evolve with your needs, keeping you on track to achieve what matters most.
Retirement Planning
Helping you achieve financial independence and living a work-optional lifestyle.
Estate and Legacy Planning
Protect your wealth for generations to come.
Tax Strategies & Planning
Proven strategies to help minimize one of your largest expenses.
Investment Strategy
Tailored portfolios including public & private investments to help achieve your goals in alignment with your risk tolerance.
Business Owners - Business Growth & Exit Planning
- Providing you with the tools, resources, and overall strategy to help you be prepared for Business Growth and Exit Planning.
- We start with our Strategic Business Assessment to identify your Profit & Value Gap, then we focus on your business attractiveness and readiness, and we help you navigate through your business planning, financial planning, and personal planning to help ensure you maximize what is typically your largest asset.
- Our 21-Step Process will provide you with a roadmap to help give you clarity and a GPS to guide you on your journey to Protect, Grow, and Monetize your business.
High Net Worth Families - Family Office Services
Achieving multi-generational wealth typically comes with a significant amount of complexity that can create substantial challenges. With our thorough understanding of these challenges and our partnerships with organizations like the nation’s oldest and largest fiduciary in BNY Wealth, we have the resources and experience to help provide peace of mind, education to the next generation,and to protect your most valuable asset–time.
Planning for Taxes - Advanced Tax Strategies for Large Income Events:
- Minimizing taxes, maximizing your legacy. Our experience with high-income & earnings, business & real estate transactions, and estate events helps ensure your wealth stays where it belongs – on your balance sheet, working for you and your family.
- Optimizing tax outcomes for significant financial milestones.
- Strategies for Large Transaction and Estate Events: Expert guidance for estate planning and high-value transactions, for both before and after the event.
Your Partners
Other Services
- Financial Planning
- Investment Advisory
- Wealth Strategy
- Tax Strategy & Planning
- Liquidity & Exit Planning
- Family Governance & Education
- Pre-Transaction Planning
- Private Investment Opportunities
- Private Banking Partners
- Estate Planning & Legacy
- Philanthropic Planning
- Risk Management & Insurance Strategies
Protect
- Protection through thoughtful Risk management.
- Evaluate exposures, analyze risk, build solutions to protect.
Grow
- Through Thoughtful Diversification.
- Tactical Asset Allocation & Tax Diversification
- Core, Core Plus & Opportunistic Portfolios with alternative investments including Private Equity, Private Real Estate, and Private Credit.
Fulfill
- Bringing clarity to what ultimately matters the most to your family.
- Bringing peace of mind with planning strategies that will help accomplish your goals toward fulfillment.
Crafting Your Path to Success
Your Story - Our Process
Through our process, The Horizon Navigator™, we streamline successful wealth planning for business owners, professionals, and families. By creating personalized strategies to align your goals and values, we help you build, protect, and preserve your wealth. With our expert guidance and high-touch service, we bring clarity to your financial future so you can focus on what matters most.
By establishing a comprehensive understanding of your current situation, we can confidently guide you toward achieving your desired outcomes. With our core values in alignment, we believe there are no limits to what we can accomplish together.