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

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 Counselor^SM (CRPC®)
Chartered Retirement Plan Specialist^SM (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.}

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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

At our first meeting, we’ll ask a lot of questions—about you, your loved ones, your career, your current financial status and your plans for the future—and we’ll listen carefully to the answers. We’ll be able to advise you on a wide range of issues—estate planning, elder care, creating a legacy for your children, charitable giving, even buying that second home or yacht.

Once we have a clear picture of your life and your goals, we’ll use the UBS Financial Goal Analysis (FGA) tool to begin our disciplined planning process, which provides the insights we need to create your personal financial road map.

Solutions for all aspects of your financial well being

High-touch service, trusted relationships

We believe the quality of the relationships we build with clients is the single most important factor in our ability to help preserve and build their wealth. We stress a careful and disciplined process in our customer service, including reaching out to you multiple times throughout the year.

Each of our clients is unique and we treat them that way, working to educate and assist them in every way we can.

Los Angeles fire relief

Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

Get involved

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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