A Passion for People
Wealth Horizon strives to be more than just a financial planning and wealth management resource to our community. We take pride in giving back by volunteering our time and donating to non-profits and organizations that inspire us. Enjoy our gallery of photos from over the years.
Gwinnett Chamber of Commerce Business of the Month Keynote speaker, Yvonne Pointer, at Celebrating Wonderful Women 2016 71st Gwinnett Chamber of Commerce Annual Dinner Dan and Jerrí with Lynne and David Homrich Wealth Horizon, Best Overall Small Business of the Year 2015 Jerrí with City of Duluth Mayor, Nancy Harris Gwinnett Giving Girls, a giving circle started by Jerrí, awarded two grants in 2019 Jerrí reads Dr. Seuss to Gwinnett County elementary students Jerrí at the Gwinnett Superior Court Judge, Tracy Cason‘s kickoff campaign Jerrí was a Gwinnett Chamber Moxie Awards Finalist for 2018 Wealth Horizon, Best Woman Owned Small Business of the Year 2015 Margaret Bugbee, Lynn Dunagan, and Jerrí Hewett Miller in 2016 Alpine skier and US Paralympic multi medalist, Stephani Victor (r), was the keynote for CWW in 2016 Motivational speaker and disability advocate, Aimee Copeland, was the keynote for CWW in 2014. Heart For Africa founder, Janine Maxwell, was CWW’s first-ever keynote speaker in 2006 Community Foundation of Northeast Georgia and Gwinnett Giving Girls with 2019 Grants recipients The Wealth Horizon Team with Integrated Financial Group at the Duluth Walk To End Alzheimer’s in 2018. Wealth Horizon with Nick Masino, President and CEO of the Gwinnett Chamber of Commerce, where Jerri serves on the Board of Directors. Jerri and Dan with their clients, Glenda and Pat Rogers, celebrating the philanthropy of the Northeast Georgia Community Foundation
Wealth Horizon Celebrates Women
We believe women are worth celebrating! From 2006 to 2016, Wealth Horizon hosted Celebrating Wonderful Women, an annual dinner event that shined a spotlight on organizations and individuals making a difference in the Gwinnett Community. Keynote speakers like US Paralympic skier, Stephani Victor, and anti-violence activist and author, Yvonne Pointer, shared stories with hundreds of women, inspiring courage, determination and hope.
In 2017, Wealth Horizon created the Gwinnett Giving Girls, a nonprofit Giving Circle in conjunction with the Northeast Georgia Community Foundation that awards grants to deserving local nonprofits that serve women and children. For more information on these important programs, call our office at 770-840-8440.
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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.
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