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Horizon Capital Management, LLC

Horizon Capital Management, LLC offers comprehensive wealth management services to business owners and successful families and individuals.

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Who We Serve

Business Owners Face Unique Challenges

Horizon Capital Management specializes in working with a limited number of Business Owners to simplify the complexities that come with being successful.

Horizon Capital Management acts as your relationship manager and uses a consultative process that matches our team of experts with you to provide investment consulting and to identify opportunities for advanced planning.

Business Owners uniquely face:

  • Highly Variable Income
  • Highly Variable Cash Flow (often an “outflow”)
  • Complicated Ownership Structures
  • Unique Tax Legislation (both a challenge and an opportunity)

Please see our White Paper: “Life Changing Liquidity Events – A Wealth Management Guide to Managing Yourself Through One.” The Paper explains our prescribed process for maximizing the odds of a conclusion to a Liquidity Event that is based on your goals.

See the business owner life cycle for more information or contact us to start a conversation.

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