Meet Typical HRWM Clients

Their Stories

Learn more about the various types of clients that work with Horizon Ridge Wealth Management.

Greg and Lindsay Brambelton

Services: Retirement Planning, Asset Management, Estate Planning

Read Their Story

Betty Purcey

Services: Divorce Planning

Read Her Story

Tom and Karen Sterling

Services: Senior Care Planning, Asset Management, Retirement Planning

Read Their Story

Brian and Sara Thompson

Services: Retirement Planning, Asset Management, Insurance Planning

Read Their Story

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Horizon Ridge Wealth Management is a holistic wealth management firm. We focus on helping our clients invest wisely and plan for life events such as retirement, divorce, senior care, and much more. It is our belief that financial planning is more than just numbers, it is your roadmap through each stage of life.

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Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, DC, MA, FL.

Individual results may vary. There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset Allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.