Horizon Wealth

Horizon Wealth Investment Solutions provides personalized investment management and financial planning services for individuals, high-net-worth families, trusts, and corporations. Operating under names like Horizon Wealth and Vision Wealth, the registered investment advisor focuses on retirement planning, income replacement, and advanced tax mitigation strategies. Portfolios are tailored using fundamental, technical, and quantitative analysis, as well as asset allocation across equities, exchange-traded funds, mutual funds, and alternative investments. The firm offers both discretionary and non-discretionary management, meaning it can make trades on your behalf or consult you first, depending on your preference. Financial planning covers a holistic view of your financial life, including estate planning, cash flow, insurance reviews, and tax strategies in coordination with your other professionals. Horizon Wealth also offers standalone planning and specialized consulting services. Investment management clients receive financial planning included at no extra charge.