Harbor Private Wealth Advisory

Horizon Group

“If I were given one hour to save the planet, I would spend fifty-nine minutes defining the problem and one minute resolving it.”
– Albert Einstein

About Us

We take a collaborative approach helping clients identify and navigate complex financial issues, especially those surrounding life transitions.

Some Life Changes We Tackle:

Retirement
Divorce
Selling a business
Job Change
The loss of a loved one

Who We Serve:

Individuals and Families Approaching Retirement
Retirees
Divorcees
Corporate Executives
Widows/ Widowers
Multi-Generational Families
Business owners/ Entrepreneurs
Small to Medium Businesses/ Non-Profits
Young Professionals

The Horizon Group Way:

Client-Focused Process
Independent Firm Structure
Collaborative Team Approach
Customized Solutions

A Collaborative Approach

We take a client-first approach – focusing on what is important to you – by developing a fully integrated financial plan. To protect against blind spots, we feel it is important to coordinate our strategy with all your trusted professionals, while establishing a service model to make sure we stay on track.

Find Your Path

Nobody expects to get divorced. So when it happens, it can leave you lost and overwhelmed by the uncertainty of what lies ahead. What will my future look like? Who can I trust? Where do I start? Horizon can help.

Goal-Based Investing

Everyone’s goals and situations are unique to them and requires an investment approach customized to meet those goals.

Retirement Plan

A retirement plan is a powerful benefit for a company and its employees. We focus on helping to maximize the benefit while minimizing the work for you.