Horizon Wealth Solutions

  • Financial Planners
  • Financial Services
2551 San Ramon Valley Blvd. Ste 238
San Ramon, CA 94583
(925) 309-4284

About Us

Clients of Horizon Wealth Solutions are busy professionals who have had successful careers and/or have been successful business owners. They are generally financially savvy and have been adept at read more
  • About

    Clients of Horizon Wealth Solutions are busy professionals who have had successful careers and/or have been successful business owners. They are generally financially savvy and have been adept at making life work. They also understand and appreciate the fact that better financial decisions can be made in the context of the “BIG” picture, as they are assisted and guided by experienced Advisors..

    Whether your concerns are as simple as basic budgeting, or as complex as creating business exit strategies and legacy plans, Horizon Wealth Solutions can help. Our Certified Financial Planners will assist you in charting a clear course toward your goals. The approach is holistic: you will be educated about all of your options so that you can make well-informed financial decisions.

    The goal of Horizon Wealth Solutions is to help you prosper by building and preserving your wealth, even during unpredictable economic times. With well-defined plans and strategies in place, you can spend less time worrying about money, and more time enjoying your life.

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  • Whom to Contact

    • Mary Hanson