What’s on your horizon?
Communication and trust are at the heart of everything we do. Whether you’re looking for experienced guidance planning your own personal ‘wealth horizon’ or need skilled counsel navigating critical life events like retirement, divorce, or loss of a spouse, together we create a personalized path forward. When you work with us, you receive personal, comprehensive financial planning and investment advice.
Come in and talk with us. We’re listening.
“Real wealth is having time and energy to focus on the relationships that enrich your life.”
-Jerrí Hewett Miller
Share Your Journey
Sharing your journey is what drives us. We love what we do, and we want our relationship to grow over time. By using the Seven-Step Process, we construct personalized investment portfolios, combining low-cost, risk-efficient strategies to help you work towards reaching your goals.
Seek Success with our 7-Step Process
We know financial planning and money management can feel overwhelming. We calm your nerves and increase your confidence through our simple 7-Step Process. To begin, we offer you a free consultation appointment so we can make sure this relationship is right for you and our firm.
We schedule time together in order to understand your values, attitudes toward money, investment experience, and comfort level with the ups and downs of investing.
We gather the information we need from you and prioritize your goals.
We analyze your information and evaluate your probability of reaching your goals based on your current financial position, time horizon, and risk tolerance.
We develop your financial plan after considering potential courses of action.
We present our selected recommendations and the information considered when developing our recommendation.
We agree on the path to address your financial goals.
We benchmark your progress toward those financial goals and refine along the way as your needs and circumstances change.
Our Services
Comprehensive Financial Planning
Utilizing our 100 Point Checklist and developing your Personal Wealth Management Website, we track your progress and make appropriate adjustments along the way.
Retirement Planning
We have refined a dynamic process that increases your probability of success in retirement and provides you a clear and concise income distribution plan.
Estate Planning
We help you preserve your wealth and values and pass them on to future generations.
Long Term Care Planning
We consider various ways to fund these unexpected expenses.
ESG Investing
ESG stands for Environmental, Social, and Governance. This investment strategy seeks positive returns with companies that have a proven long-term positive impact on society, the environment, and the company’s relationships with customers, employees, and other stakeholders.
Tax Efficient Investing
Our philosophy is based on “It’s not what you make, but what you keep.” While we can’t eliminate taxes, we can use strategies as appropriate to manage the tax liability.
Comprehensive Financial Planning
Utilizing our 100 Point Checklist and developing your Personal Wealth Management Website, we track your progress and make appropriate adjustments along the way.
Retirement Planning
We have refined a dynamic process that increases your probability of success in retirement and provides you a clear and concise income distribution plan.
Estate Planning
We help you preserve your wealth and values and pass them on to future generations.
Long Term Care Planning
We consider various ways to fund these unexpected expenses.
ESG Investing
ESG stands for Environmental, Social, and Governance. This investment strategy seeks positive returns with companies that have a proven long-term positive impact on society, the environment, and the company’s relationships with customers, employees, and other stakeholders.
Tax Efficient Investing
Our philosophy is based on “It’s not what you make, but what you keep.” While we can’t eliminate taxes, we can use strategies as appropriate to manage the tax liability.
Complete Cost Transparency
We want you to have a clear understanding of the cost of our services from the start. We will identify and disclose all expenses associated with our process and recommendations.
Annualized Asset Management Costs
| $250,000 – $499,999 | 1.25% |
|---|---|
| $500,000 – $999,999 | 1.1% |
| $1,000,000 – $1,999,999 | 1.0% |
| $2,000,000 – $4,999,999 | 0.9% |
| $5,000,000 – $7,999,999 | 0.8% |
| $8,000,000 – $9,999,999 | 0.7% |
| $10,000,000 + | 0.6% |
Becoming A Client
When we take on a new client, we expect to maintain a close and communicative relationship that lasts for decades. As a small, family-owned business we want to be certain that the clients we bring on board are a great match for our team – just as you want to be certain that the professional you choose is the appropriate advisor for you and your family.
Our clients are kind, disciplined and fun to be with. They are long-term, goal-oriented investors who value the ongoing guidance of an objective professional. At Wealth Horizon, we work with clients who have investable assets of $500,000 or more. By limiting the number of clients we take on, we are able to fulfill our commitment to providing proactive, attentive service.
Work with Certified Industry Professional
Jerrí Hewett Miller CFP®, RICP, BFA
As Seen In
As Seen In
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