How does the advisor help clients – Key Takeaways:
Horizon Wealth Management, LLC is a financial firm that provides expert advisory services to help clients achieve their financial goals. The firm is dedicated to providing personalized and comprehensive financial solutions to a wide range of clients, including individuals, families, and businesses. Here are the key takeaways for how the advisors at Horizon Wealth Management, LLC help their clients:
- Assessing and understanding clients’ financial needs and goals.
- Creating customized financial plans tailored to each client’s unique situation.
- Implementing and monitoring the recommended strategies to help clients achieve their financial objectives.
- Regularly reviewing and adjusting the financial plans to accommodate any changes in clients’ circumstances or market conditions.
Facts and Insights
Horizon Wealth Management, LLC was founded in 1999 and has been providing expert financial advice and services for over 20 years. The firm is based in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 20+ years |
Financial Services Offered
Horizon Wealth Management, LLC offers a wide range of financial services to help clients achieve their goals. Some of the services provided by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- College Planning
- Insurance and Risk Management
- Corporate Benefit Planning
Client Types
Horizon Wealth Management, LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm understands that every client has unique financial goals and needs, and they tailor their services to meet each client’s specific requirements.
Fees & Compensation
The advisors at Horizon Wealth Management, LLC are committed to transparency and believe that it is vital for clients to fully understand the fees and compensation involved in their services. The firm primarily charges fees based on a percentage of the assets under management, and they do not receive any commissions from the products or services they recommend.
Background
The team at Horizon Wealth Management, LLC is made up of experienced and knowledgeable professionals who are dedicated to helping clients achieve their financial goals. The advisors have a diverse background in the financial industry, including expertise in investment management, estate planning, tax planning, and more. The firm prides itself on its team’s commitment to ongoing education and staying up-to-date with the latest industry trends and strategies.
Financial Advisor Disclosures to Know
As a financial expert, Horizon Wealth Management, LLC is committed to providing transparent information to clients. It is essential to note that the firm may have some disclosures, which can be found on their Form ADV, such as potential conflicts of interest or regulatory actions. The firm believes that it is crucial for clients to fully understand any potential conflicts of interest and is happy to address any concerns or questions that clients may have.