New Horizon Wealth Management, LLC

Overview

New Horizon Wealth Management, LLC is a privately owned limited liability company that operates as a fee-based wealth adviser. The firm is owned by an individual and positions itself as a capital allocator for private clients, offering both percentage-of-assets and fixed-fee engagements. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also lists pension consulting, selection of other advisers, and educational seminars/workshops among its activities. New Horizon indicates an affiliation with an insurance company and does not identify as an active ESG investor. The firm operates as a single-state adviser and is not newly formed.

Investments & Alternatives