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Horizon Private Wealth

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Greenville, SC
CRD Number
Website horizonpw.com
Client types

Overview

Horizon Private Wealth is an independent fiduciary wealth management firm serving successful business owners, professionals, high-net-worth families, and family office clients. The firm provides comprehensive wealth management, investment management, retirement planning, tax strategies, estate planning, business succession planning, exit planning, insurance planning, and cash flow optimization. Founded by experienced wealth advisors seeking an independent fiduciary model, Horizon emphasizes personalized planning, long-term relationships, and coordinated strategies designed to protect, grow, and transition client wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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