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