Growth Horizons Wealth Management LLC

Overview

Growth Horizons Wealth Management LLC is an independent, owner-operated registered advisory firm structured as an LLC. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that blends portfolio management with financial planning and adviser selection. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting external managers. Growth Horizons charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagement options. The firm also identifies as an active ESG investor, indicating environmental, social, and governance considerations are integrated into some of its investment decisions.

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Public Holdings

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Location & Offices