Wealth Horizon Inc. Email Format
Investment ManagementGeorgia, United States2-10 Employees
Wealth Horizon Inc. is an independent investment management firm based in Johns Creek, Georgia. It emphasizes direct, hands-on guidance drawn from the principal's professional expertise to support individuals and families as they navigate life-stage events and changes in the economy. By maintaining an objective view of investment options, the firm seeks to match clients with suitable strategies while offering a broad range of services and resources. This combination aims to help clients pursue their personal financial goals. The company serves individuals and families seeking financial well-being and positions itself as an unbiased resource within the investment management industry. Recent developments include the release of Outlook 2022: Passing the Baton and the introduction of Tactical Asset Allocation weightings across five risk objectives.