HORIZON WEALTH GROUP, LLC

Overview

Horizon Wealth Group, LLC is a small, client-focused advisory firm that manages discretionary portfolios for individuals and families, using a fee model based on a percentage of assets under management. The firm’s portfolio approach tilts toward capital preservation and income generation: its single largest allocation is to U.S. government bonds and the stated asset preference is fixed‑income. Advisory activity centers on portfolio management for individuals and small businesses rather than institutional or pension consulting work. Horizon does not position itself as an ESG investor and is organized as an individually owned limited liability company. Given the asset mix and product choices, the firm looks to blend low-volatility fixed-income exposures with traditional pooled vehicles and insurance wrappers, rather than pursuing broad allocations to private equity, hedge funds, or other third‑party alternative fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices