Personal Financial Website
At Wealth Horizon, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Watch this video to take a quick tour of the software we use.
Income Conductor
IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Watch this video and visit www.incomeconductor.com for more information.
Income Conductor
IncomeConductor is a comprehensive income distribution strategy, not a single product solution. IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Watch this video and visit www.incomeconductor.com for more information.
Riskalyze
Feeling uncertain about your investments in today’s market? We use Riskalyze to make sure your portfolio represents your comfort level, not ours. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.
Watch this quick 1-minute video to see how it works.
Curious to know if your current portfolio is a good fit? Take this quiz.
Alpha Capital Management
Wealth Horizon, Inc. has hired Alpha Capital to sit on our Investment Committee and assist in the creation of proprietary investment models for our clients. Alpha Capital’s team of highly-skilled, experienced Chartered Financial Analysts® (CFAs) advises on investment research, portfolio construction, and performance monitoring processes. Wealth Horizon’s customized client portfolios are constructed using actively-managed institutional mutual funds and low cost, tax-efficient mutual funds and ETFs. This strategic management style ensures that each client has a well-diversified portfolio to match their specific risk tolerance.
Alpha Capital Management and LPL Financial are separate entities. For more information about Alpha Capital Management, visit www.alphacapitalmgmt.com.
Alpha Capital Management
Wealth Horizon, Inc. has hired Alpha Capital to sit on our Investment Committee and assist in the creation of proprietary investment models for our clients. Alpha Capital’s team of highly-skilled, experienced Chartered Financial Analysts® (CFAs) advises on investment research, portfolio construction, and performance monitoring processes. Wealth Horizon’s customized client portfolios are constructed using actively-managed institutional mutual funds and low cost, tax-efficient mutual funds and ETFs. This strategic management style ensures that each client has a well-diversified portfolio to match their specific risk tolerance.
For more information about Alpha Capital Management, visit www.alphacapitalmgmt.com.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
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Are you seeking the confidence to move forward?
Schedule some time with us to talk and see if we’re a good fit for each other.
WEALTH HORIZON INC.
Office: (770) 840-8440
Email: lynn@wealthhorizoninc.com
Email: dan@wealthhorizoninc.com
Email: jerrí@wealthhorizoninc.com
200 Ashford Center North, Suite 400
Atlanta, GA 30338
Securities offered through LPL Financial, Member of the FINRA/SIPC. Advisory services offered through IFG Advisory, LLC., a Registered Investment Advisor. IFG Advisory, Integrated Financial Group, and Wealth Horizon, Inc. are separate entities from LPL Financial.
FIVE STAR Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2019 Five Star Wealth Managers.
Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of January 2018, of the 848 considered for the Women’s Choice Award, 145 were named Women’s Choice Award Financial Advisors/Firms. The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success.
The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:
AL, CO, FL, GA, IN, KY, MD, MI, NC, OH, RI, SC, TN, TX, VA.