Wealth Management Solutions
Personalized strategies to grow, protect, and transfer your wealth with confidence. Our team of experts is dedicated to helping you achieve your financial goals.
Comprehensive Wealth Services
Our wealth management approach integrates investment management, financial planning, and personalized advice to address your unique needs.
Investment Management
Personalized investment strategies designed to help you achieve your financial goals.
Key Features:
- Customized portfolio construction
- Active and passive investment options
- Regular portfolio reviews and rebalancing
- Tax-efficient investment strategies
- Access to exclusive investment opportunities
Retirement Planning
Comprehensive retirement planning to help you prepare for the future you envision.
Key Features:
- Retirement income planning
- Social Security optimization
- Pension analysis and strategies
- 401(k) and IRA management
- Healthcare cost planning
Estate Planning
Preserve your legacy and ensure your assets are distributed according to your wishes.
Key Features:
- Wealth transfer strategies
- Trust services and administration
- Charitable giving planning
- Estate tax minimization
- Family governance and education
Why Choose Zenith Horizon Wealth Management
We combine sophisticated wealth strategies with personalized service to help you achieve your financial goals.
Fiduciary Approach
We always act in your best interest, providing objective advice and transparent fee structures.
Dedicated Team
A team of specialists collaborates to address all aspects of your financial life.
Customized Planning
Tailored strategies that adapt to your changing life circumstances and financial goals.
Sophisticated Solutions
Access to institutional-quality investments and advanced planning techniques.
Meet Our Wealth Advisors
Our team of experienced professionals is dedicated to helping you achieve your financial goals.
Sarah Johnson
Senior Wealth Advisor, CFP®
Specialties:
Sarah has over 15 years of experience helping high-net-worth individuals and families achieve their financial goals. She specializes in creating comprehensive wealth plans that integrate investment management, tax planning, and retirement strategies.
Michael Chen
Wealth Planning Director, CFA
Specialties:
Michael brings 20 years of institutional investment experience to his role as Wealth Planning Director. He focuses on sophisticated portfolio construction and risk management strategies for clients with complex financial situations.
Elena Rodriguez
Estate Planning Specialist, JD
Specialties:
Elena combines her legal background with financial expertise to help clients develop comprehensive estate plans. She works closely with clients' attorneys and tax professionals to ensure seamless implementation of wealth transfer strategies.
Wealth Planning Tools
Explore our interactive tools to help you plan for your financial future.
Retirement Calculator
Estimate how much you need to save for retirement and track your progress toward your goals.
Try the CalculatorCollege Savings Planner
Plan for your children's education with our interactive college savings calculator.
Start PlanningRisk Assessment
Evaluate your risk tolerance and receive a personalized investment strategy recommendation.
Take the AssessmentWhat Our Clients Say
Hear from clients who have transformed their financial future with our wealth management services.
Robert & Susan Thompson
Clients since 2015
"Our wealth advisor helped us navigate a complex retirement transition and develop a comprehensive estate plan. We now have confidence that our financial future is secure and our legacy will be preserved for our children and grandchildren."
Dr. James Wilson
Client since 2018
"As a busy physician, I needed a wealth management team that could handle all aspects of my financial life. Zenith Horizon has exceeded my expectations, providing sophisticated investment strategies and proactive tax planning that has significantly improved my financial position."
Ready to transform your financial future?
Schedule a complimentary consultation with one of our wealth advisors to discuss your financial goals.