Wealth Horizon, Inc.
Personal, Comprehensive Financial & Investment Planning for All Life's Transitions

Our Mission is to provide financial leadership and stewardship to our clients on a customized and personalized basis. Our belief is that everyone’s financial situation is unique and must be looked at on a client-by-client basis. We also recognize that money is a tool. Yet, when used wisely, it can increase exponentially one’s sense of independence and well being. As a company, we are committed to the Ideals of integrity, confidentiality, discipline, competence and excellence in service. It is our privilege and honor to be intimately involved in process of creating, conserving and transferring wealth. Your wealth. A Unique Approach There is nothing more personal or important than an individual’s or a family’s financial well-being. That is why at Wealth Horizon we provide our clients with something that is rarely found these days – the hands-on guidance and professional expertise of the principal. By doing this, Wealth Horizon is able to help build clients’ confidence to move forward – regardless of circumstances – whether it be personal life stage events or changes in the economy. Also unique is our depth of services and resources combined with an objective perspective on investment options. As an independent firm, our unbiased view allows us to identify the ideal investment to help our clients’ work toward their personal ‘wealth horizon’.
Address: 2750 Peachtree Ind. Blvd Ste B, Duluth, GA 30097-7910, USA
Phone: +1 770 840 8440
FAX: +1 770 840 7240