THERESA HORIZONWAVE LLC
Who we serve
High achiever
We help wealthy individuals and families of all types who want to enjoy fulfilling lives, preserve their wealth for future generations, and serve the people, causes, and communities they care about.
Entrepreneurs and Founders
We assist CEO founders with liquidity planning to prepare them for their next opportunity, including everything from fundraising, sales, new deals, exit strategies, capital gains and estate planning.
Business owner
We help business owners unlock value and develop strategies for everything from sales to succession, wealth transfer and more.
Professional athletes and entertainers
We help celebrities turn their current income into a lifetime of wealth and security.
Corporate executive
We help executives who need to consider and manage restrictive assets, minimize taxes, and plan for retirement.
