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Horizon Wealth

EST. AUM
$147,239,402

CONTACTS
2

CLIENT ACCOUNTS
485

Firm Details

Metro area Denver
CRD Number 333752
Website myhorizonwealth.com
Client types

Overview

Horizon Wealth is a boutique wealth-management and retirement-planning firm offering advisory services, tax-efficient strategies, portfolio management, and retirement income planning. They serve individuals and families, focusing on preserving and growing assets, generating retirement income, tax planning, and legacy planning. Their “Retirement Cornerstones” framework emphasizes income generation, asset growth/preservation, tax planning, and wealth transfer.

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Address

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

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