How We Work For You
While our team’s educational background is critical in problem solving, it is our ability to relate to our clients and share experiences that help each client know they are not alone. Essential to our success, are the cornerstones of collaboration and teamwork. These cornerstones can be seen throughout our weekly investment committee meetings, in strategy sessions between colleagues, and in each individual client meeting.
We stay on top of today’s quickly changing socio-economic environment by continually challenging ourselves to be highly efficient and knowledgable. In order to provide our clients with up-to-date information as events unfold, we stay abreast of all the changes, regulations, and trends within investing. We regularly seek out intelligent, curious, and engaging individuals to join our team as we work to make a real difference in our client’s lives. Every team member, regardless of tenure or experience, is encouraged to contribute ideas and discover solutions. While we may be the “newer kid on the block”, our decades of experience and inherent values make us a vital addition to the financial industry. We live our vision and mission everyday.
Life often takes unexpected twists and turns. With proper financial planning and wealth management, the impact of these events can be minimized. We can quickly dust ourselves off and resume our path toward our dreams.
Our goal at Horizon Ridge Wealth Management is to prepare you and help you along your path to your dreams. We’ve built an end-to-end financial planning process that, along with our wealth management service, strives to help bring you confidence and direction as you plan for the future. Horizon Ridge Wealth Management believes planning for a better tomorrow, starts today.
At Horizon Ridge Wealth Management we seek to provide personalized service to you throughout every stage of your life. Living our mission requires us to deliver these services according to our core values:
Integrity. It is our belief that above all, we must do our jobs with integrity. We understand that we need to earn your trust, then keep it, through the length of our relationship.
Transparency. Sadly, transparency has become almost optional in financial services, to the point where regulatory bodies have had to define what the relationship between a client and their advisor should look like. At Horizon Ridge Wealth Management, we will always be transparent in all aspects of our relationship with you. That means we will clearly explain our fees and how we get paid, be clear in how we work with you, and also disclose any potential conflicts of interest to you, both verbally and in writing.
Loyalty. Loyalty comes with time. We understand sharing your financial life with us is hard so we will work even harder to maintain your trust and loyalty every year.
Compassion. Compassion can be hard to measure but easily observed. Your life is challenging enough and it can be difficult to know with whom to share your deepest secrets. We have many years of experience working with clients who have hit significant roadblocks. Through our approach and processes, we have found ways to help them overcome their obstacles. It’s the compassionate teamwork between you and us that makes the difference.
Horizon Ridge Wealth Management was formed as an independent firm with the flexibility to offer our clients access to a wide range of non-proprietary products and services — with no obligation to any entity, only our clients and ourselves.
We are supported by the resources of LPL Financial. LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA.
The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.