GROWTH HORIZONS WEALTH MANAGEMENT LLC

Overview

Growth Horizons Wealth Management LLC is an independent, owner-operated registered investment adviser that manages concentrated portfolios with an equity-first orientation while also acting as a capital allocator into third‑party alternatives. The firm’s client mix includes high‑net‑worth individuals, families and institutional accounts. Service offerings span financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers — indicating a hybrid advisory model that blends discretionary portfolio management with consultant-style manager selection. Investment activity skews toward exchange‑traded equities as the primary building block for client portfolios, with an active ESG posture applied across investment selection. The firm complements liquid public equity exposure with allocations to external alternative managers — private equity, venture capital, hedge funds, real estate and REITs — to broaden return sources and reduce correlation to public markets. Fee arrangements are flexible, including percentage of AUM, hourly and fixed‑fee engagements, which supports both ongoing wealth management relationships and one‑off advisory projects. Industry affiliations include relationships with other investment advisers and accountants, reflecting a collaborative approach to client service and manager due diligence.

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Public Holdings

Investments & Alternatives

Location & Offices