Horizon Wealth Advisors

At Horizon Wealth Advisors, our mission is to develop long-term relationships with thoughtful, successful individuals, families, and organizations by supporting and assisting them in achieving their financial goals. Established in 1999, our firm is based in Houston, Texas, and serves as a trusted partner in the financial planning and wealth management process.

Our Process

At Horizon Wealth Advisors, we believe that financial decisions are best made in the context of a thoughtfully considered plan. Our comprehensive and collaborative wealth management process is built on three pillars: understand, organize, and manage. Our team of experts will work closely with you to gain a deep understanding of your unique family and financial circumstances, organize all relevant financial data and planning documents, and develop a customized strategy to help you achieve your long-term goals.

Services

As a full-service wealth management firm, we offer the following services:

Financial Planning

Comprehensive financial planning establishes the foundation for the Horizon Wealth Advisors wealth management process. Our thorough planning process includes cash flow analysis, investment portfolio analysis, legacy and estate advice, tax planning, retirement planning, and risk management. We will help you identify your unique goals and objectives, financial and otherwise, and design a customized strategy to help you reach those goals.

Estate Planning

Estate planning requires wills, necessary medical powers, and powers of attorney. Depending on your objectives, it may also involve sophisticated gifting strategies involving trusts and other entities. We will review your current estate plan and work closely with you and your attorney to craft a plan that accurately reflects your wishes.

Retirement Planning

For most people, planning for retirement is an important goal and an integral piece of their comprehensive plans. We will bring together our knowledge of various types of retirement plans, social security benefits, and our comprehensive analysis of your overall financial situation to develop a strategy to help you achieve a comfortable and worry-free retirement.

Education Planning

The education of children and/or grandchildren is often a very important goal for our clients. We will conduct an analysis to project the expected costs of education from primary school through higher education. Within the context of your financial plan and circumstances, we will help you develop a strategy to effectively prepare for these costs.

Investment Management

We will use an array of investments to build a diversified and tailored portfolio that is designed to complement your unique circumstances, goals, and objectives. We will utilize a disciplined due diligence process to select and monitor recommended investments, and review your portfolio regularly to make changes as necessary.

Tax Services

Federal and local income tax payments have a significant impact on your ability to save and invest for the future. Our review and recommendations encompass many aspects of income taxes and ensure that you are taking advantage of available tax benefits and avoiding any unnecessary costs.

Charitable Planning

It is important to understand your charitable goals in the context of your overall financial plan. We will work closely with you, your estate planning attorney, and charitable planning specialists to ensure that you have the best solutions in your plans.

Estate & Trust Services

When an estate or trust is involved, we will work closely with you and your attorney to ensure a smooth transition and minimize taxes. We will also assist in the coordination of estate and trust administration, ensuring that your wishes are carried out.

At Horizon Wealth Advisors, we believe that financial decisions are best made in the context of a thoughtfully considered plan. Our comprehensive and collaborative wealth management process is designed to provide you with peace of mind and help you achieve your long-term financial goals.