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Investment Management

Keeping your investments on track is essential to your long term strategy. We will meet with you on a regular basis to help you understand the rapidly changing markets as your needs change over time.

Horizon Wealth Management currently services over $250 million in brokerage and advisory assets and offers securities through LPL Financial. Our investment services include:

  • Retirement Income Planning
  • Investment Planning and Implementation
  • College Education Funding

We offer a complete array of investment options including:

  • Mutual Funds
  • Private REITS
  • Stocks
  • Alternative Investments
  • Bonds (Taxable and Municipal)
  • Investment Advisory Services
  • Government Securities
  • College Savings Plans
  • Annuities (Variable and Fixed)
  • Life Insurance