THE HORIZON WEALTH MANAGERS DIFFERENCE

At Horizon Wealth Managers, we take the time to build long lasting relationships so that we can understand what is most important to you.

We understand that there is no such thing as “one plan fits all” so we take an approach that focuses on your objectives and concerns to help devise your own personalized plan.

Horizon Wealth Managers

399 Knollwood Road
Suite 208
White Plains, NY 10603

Local Phone: (914) 502-3589

Evolving Strategies

Investment Services

Asset Allocation

Asset allocation involves distributing funds across various investment classes like Equity, Property, Fixed Interest, Cash, and Alternatives. Horizon Wealth Manager reviews these allocations based on economic conditions with our team of trusted partners.

Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

Cash Flow Management

Nobody wants to run out of money. Developing a comprehensive budget is the foundational step in pursuing your financial objectives. Implementing effective and consistent strategies to cultivate savings for the long term.

Risk Management & Insurance

Anticipate the potential impact on you and your family in unforeseen circumstances. Mitigate risks to your life, income, and assets with tailored solutions from a range of reputable insurance providers.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Consistent Progress

Planning Services

Tax Planning Strategies

We pride ourselves on helping you keep the fruits of your labor in your possession. Our team of experts will assist you in navigating your taxable, tax deferred, and tax advantaged assets.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Estate Planning Strategies

When something major happens you want to be able to provide clarity to your loved ones. Your plan should be reviewed and revised accordingly.

Retirement Planning

Retirement is a constantly shifting target. You can't see what you don't understand so we provide all available tools to help nail target retirement dates and potentially maximize your probability of success.

Maximize your efficiency

Looking to navigate your financial goals with confidence and clarity? The team at Horizon Wealth Managers is here to help! Our experienced professionals offer personalized guidance without any sales pressure, helping ensure your needs always come first. Let's chat about how we can support you pursue your financial objectives!

A world of financial possibilities

Our team of investment, financial, and risk management professionals will work with you to create a investment plan specifically tailored progress towards the goals and needs of you, your family, and your business. Our Advisors together have over 100 years of experience in financial services and are always working on improving their knowledge to better their clients. We are an Independent investment planning and wealth management office powered by Wells Fargo Advisors Financial Network

Transform your financial future

Our Promise to You