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Horizon Wealth Management, LLC
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Horizon Wealth Management, LLC

Horizon Wealth Management, LLC

@horizonwealth
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Horizon Wealth Management, LLC
Horizon Wealth Management, LLC
43 w ·Translate

Investment Process

At Horizon Wealth Management, we’ve established a rules-based investment approach that guides all our assets under management. A well-constructed methodology can provide the framework for making sound investment decisions. At Horizon, you’ll find a smart, sophisticated investment process behind every trade:

- Research-driven investment leadership. Our Investment Committee meets regularly to review and discuss our extensive investment research. The Committee determines overall investment direction, which is reflected in each client portfolio.

- Sophisticated individual investment analysis. Once our Committee determines the firm’s investment direction, our proprietary scoring system identifies and monitors specific investments in any given asset class.

- Experienced investment management. Different situations call for different strategies. We use both active and passive management styles, and build portfolios with a combination of strategic and tactical holdings.

Our investment approach is a core part of our firm’s fiduciary commitment to delivering the highest possible levels of service, prudence and trust.

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Horizon Wealth Management, LLC
Horizon Wealth Management, LLC
43 w ·Translate

Services

Our Private Wealth Advisors provide integrated management of complex financial issues.

To address the interrelated financial issues that affluent individuals and families often face, we deliver a wide range of wealth management services, including expertise in the following areas:

- Retirement planning
- Investment management
- Private wealth/financial planning
- Succession planning for business owners
- Concentrated stock positions & major liquidity events
- Philanthropy
- Tax planning
- Trust services & estate planning*
- Income planning

Our firm also offers traditional brokerage services.

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Horizon Wealth Management, LLC
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Firm Profile

“Trust, ethics and prudence — the cornerstones of being a fiduciary.”

“We founded Horizon Wealth Management to tackle the total financial picture of affluent individuals and their families, guided by unwavering good judgment and sound financial advice.

As a 100% independent private wealth management firm comprised of Investment Advisor Representatives, we work as team to build effective financial plans and investment portfolios in sync with your goals.

Our efforts are supported by a highly knowledgeable client support team and a network of tax, legal and estate planning experts, so we can deliver a full-service, integrated advisory practice attuned to the needs of our affluent clients.

More than just an asset management firm
The guidance we offer at Horizon Wealth Management enables our clients to pursue order and clarity in their financial lives — often for the first time. As a result, they can implement strategies to preserve, grow and ultimately transfer their wealth in a way aligned to their wishes.

More than just an asset management firm, our practice blends intricate tax planning, estate planning, business succession planning, retirement planning and income replacement solutions into a client’s financial plan.

Over time, we’ve acquired tremendous wisdom, experience and recognition through all types of market cycles with our clients. We look forward to helping more clients strive towards their financial goals, with the trust, ethics and prudence that define the fiduciary standard.

Finding a Financial Advisor is an Art and a Science
Choosing a financial advisor is a pivotal decision. As you meet with different firms, you’ll notice different styles, potential strengths and weaknesses, and varying approaches to your unique situation.

We know this process is important and we appreciate the opportunity to get to know each other better. Our goal with every new client is to become a valued and significant part of their lives. Through our actions, words, education and guidance, we strive to demonstrate who we are, what we’re capable of and to earn that role of significance and value.”
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http://www.horizonwealth.biz/
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Living in United States
Located in 22 Calendar Court Second Floor LaGrange, IL 60525
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