Lakewood Ranch, FL 34202
Horizon Wealth Advisors is a Registered Investment Advisor based in Lakewood Ranch, Florida. We
specialize in personal asset management for high net worth individuals, families, and
institutions throughout Florida and Pennsylvania. Horizon Wealth Advisors offers the experience
and sophistication of a large, institutional investment firm, with a level of attention and
client service only an independent, locally-owned company can provide.
As your adviser, our goal is to help you focus on the long-term benefits of saving and investing today. We partner with you, guiding you and your family to a future of financial independence.
Together we will ensure that every aspect of your financial life is working seamlessly so that you can enjoy retirement.
It is our fiduciary duty to provide suitable investment advice and always act in your best interest.
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Bachelor of Science - Finance