Wealth Management

At Horizon Financial Services, LLC, our objective is to help you manage your wealth by maximizing investment performance while minimizing risk and the effects of market volatility. We take a long-term view of risk management, planning for and adjusting with changes in the market to help minimize their effect. We monitor and manage your investments over time to help ensure they stay aligned with your long-term financial goals. Through continuous collaboration with you, your tax professional and estate attorney, we help ensure your wealth management plan maintains relevancy in an ever-changing environment and evolves with you to fulfill your needs and desires.

As an independent fiduciary advisory firm, we offer our clients a broad array of investment choices suited to their unique situations. We construct portfolios tailored to our clients’ objectives, income needs, time horizons, and tolerance for risk. We understand the importance of investment decisions and how they affect tax liability and legacy building. We are your holistic wealth management team.

Ready to get started? Request your complimentary financial review today.