Horizon Wealth Advisors
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Horizon Wealth Advisors is a Registered Investment Advisor located in Lakewood Ranch, Florida, specializing in personal asset management for individuals, families, and institutions across Florida and Pennsylvania. Offering the expertise of a large institutional investment firm, they provide personalized attention and client service unique to an independent, locally-owned company.
The firm adopts a holistic approach to total wealth management, extending its services beyond investment management to include retirement, estate planning, taxes, and insurance. Through strategic partnerships, Horizon Wealth Advisors ensures clients receive competent, unbiased financial advice that fosters confidence and trust.
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