$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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:
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.
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager