At Horizon Wealth Management, we're an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we're held to the industry's highest levels of fiduciary duty to our clients. And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth.
Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families. The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families. The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Services
Matt began his career in the financial services industry with Horizon Wealth Management in 2012. He then spent several years trading on the Chicago Board of Trade, Chicago Mercantile Exchange and the Chicago Board Options Exchange. Michelle's key function is to oversee the day to day operations for our clients to ensure a positive, efficient experience.
We founded Horizon Wealth Management to tackle the total financial picture of affluent individuals and their families, guided by unwavering good judgment and sound financial advice. As a 100% independent private wealth management firm comprised of Investment Advisor Representatives, we work as team to build effective financial plans and investment portfolios in sync with your goals.
At Horizon, we formed our firm around five principles that we believe create a strong foundation for advisory services. Financial questions can be complicated enough without having to worry about the motivations behind the advice you receive. As an independent RIA firm, we offer an experienced perspective on the most complex financial issues.
In the aftermath of the Great Depression, the Registered Investment Advisory firm (RIA) model came into being to provide regulated, independent investment advice that can arise when those providing that advice also sell investment products. RIAs may offer advice for a fee, but cannot be paid on the sale or purchase of securities.
At Horizon Wealth Management, we strongly believe in giving back to our community. We strive to be present and supportive in the many worthy causes right in our neighborhood. We are proud to support several clubs and events financially, participate in community activities and help better our communities any way we can.
Reviews (1)
Sue Novak
Jan 25, 2019
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This is a group that actually makes investment decisions that have your best interests in mind. We don't recommended companies often but, this one we absolutely recommend. They are a very knowledgeable group of individuals and we are really impressed with their expertise and decisions as our financial advisors.
