THERESA HORIZONWAVE LLC
Wealth management
Mature services designed for you
We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive partnership of experienced advisors, capabilities and unrivaled solutions to create a profoundly different wealth experience
Our wealth management services
Comprehensive wealth management
Clients can benefit from comprehensive planning, holistic advice and coordinated strategies, no matter how complex the wealth situation. We can help advise you on everything from retirement, risk management and estate planning, philanthropy, insurance, tax administration and higher education savings.
Institutional investment management
Through our long-standing relationships, we can offer exclusive, bespoke traditional and alternative investments in both public and private markets. Through our size and scale, we are usually able to obtain favorable prices, thus reducing investment costs. As a result, THERESA HORIZONWAVE LLC clients benefit from a customized portfolio that helps you make more of your assets work for you.