Horizons Wealth Management is an independent Fee-Only financial advisory firm with offices in Asheville, NC and Greenville, SC. We specialize in providing objective and comprehensive Fee-Only financial planning to help our clients build, manage, grow, and protect their assets through life's transitions, especially retirement.
We serve clients from all walks of life who are looking for unbiased, professional financial advice. As an independent firm, we are free to choose the investment options that are best suited to your goals. We make personalized recommendations for your situation, and we advise you on your money as if it were our own.
We serve clients from all walks of life who are looking for unbiased, professional financial advice. As an independent firm, we are free to choose the investment options that are best suited to your goals. We make personalized recommendations for your situation, and we advise you on your money as if it were our own.
Services
Our Team
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Horizons Wealth Management offers a team approach to financial planning. We allow you to work hand-in-hand with more than one advisor. At HWM, we take a true team approach to working with our clients. We believe in the adage that "three heads are better than one." Glen, David and Susan work together to develop financial plans and manage investment portfolios.
Fee-only Services
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We help clients with a wide range of financial issues. With our comprehensive approach, you'll find that we pay attention to a lot of aspects of your financial life that might be ignored by other financial planners. We take the time to understand each client's unique needs; therefore, we are able to provide you with individualized financial strategies and solutions.
Financial Planning
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Anyone may sit down and interview us about our Fee-Only services for free for the first hour. This usually involves questions about our services, credentials, fees, and investment strategies. During this initial meeting we also discuss your goals, financial needs and expectations.
If, after the initial meeting, we both believe that there is a basis for moving forward, we then move to the next phase in the financial planning process: A Comprehensive Financial Plan and/or Investment Analysis.A plan is the first step to gaining more control of your finances and your life; It is your road map for achieving your financial goals.
If, after the initial meeting, we both believe that there is a basis for moving forward, we then move to the next phase in the financial planning process: A Comprehensive Financial Plan and/or Investment Analysis.A plan is the first step to gaining more control of your finances and your life; It is your road map for achieving your financial goals.
Wealth Management
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We offer a broad range of Wealth Management services and can help our clients navigate through life's many transitions. We will partner with you to develop an individual investment portfolio by learning about your needs and goals during the financial planning process.
Our Wealth Management service is specifically suited to those individuals with ongoing financial planning needs (such as retirement planning, health care strategies, tax strategies, insurance planning, portfolio design and ongoing management, etc.).Wealth Management is primarily provided to clients as a continuation of the financial planning process.
Our Wealth Management service is specifically suited to those individuals with ongoing financial planning needs (such as retirement planning, health care strategies, tax strategies, insurance planning, portfolio design and ongoing management, etc.).Wealth Management is primarily provided to clients as a continuation of the financial planning process.
Horizons Managed Portfolios
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This service is for investors who could benefit from our asset management, while their comprehensive financial planning needs are less frequent and complex. This financial service is appropriate for individuals who are primarily interested in investment management, but do not yet need an all-inclusive wealth manager.
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