Putting your trust in us because we help you achieve the goals that matter to you.

Family photos on shelf

Has the complexity of your financial life outpaced your ability to manage it on your own? Our team of experienced professionals will collaborate with you and your family to develop a financial plan that encompasses all aspects of your busy world and help you make smart decisions about preserving and enhancing your wealth.

At Horizon Wealth Management, our highly credentialed team has over 250 cumulative years of experience and the following certifications:

  • Certified Financial Planner™*
  • Chartered Retirement Plan CounselorSM (CRPC®)
  • Chartered Retirement Plan SpecialistSM (CRPS®)
  • UBS Wealth Advisor

That means we bring deep experience and insight to almost any challenge you, your family or your company may face. Backed by the extensive resources of UBS, we provide custom-tailored solutions that help you discover the right plan for your retirement, transition away from your business or leave a legacy behind for your children.

We are a multigenerational team dedicated to building trust by developing long-term relationships with our clients. Looking beyond your investment portfolio, we advocate for your financial well-being in all areas of your life.

*Jill Epstein and Mark Remigio are Certified Financial Planners.

Horizon Wealth Management

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


Who are our clients?


Financial planning, focused on you


Solutions for all aspects of your financial well being

business people

High-touch service, trusted relationships

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager