Horizon Group at Morgan Stanley

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Horizon Group

OUR MISSION STATEMENT

By focusing on happiness, we bring perspective and focus to your financial planning. We then provide results-oriented investment planning and holistic wealth management in service of your goals.

Our Story and Services

What Makes You Happy?


Perhaps that seems like a surprising question from a wealth management firm.  However, at the Horizon Group at Morgan Stanley, we have a different approach to helping you succeed.

By focusing on happiness, we bring perspective and focus to your financial planning.  We then provide results-oriented investment planning and holistic wealth management in service of your goals.

We are a Family Wealth Management team, a distinction earned by fewer than 2% of all Morgan Stanley advisors.  This distinction is reflection of the skills and professionalism of the Horizon Group, and insures access to the services and expertise necessary to help our clients with all personal, family and intergenerational aspects of their financial lives.

Many of our clients are approaching or have already entered retirement; others are selling a business or dealing with a life-changing transition.  These are just some of the times when the skills, experience, and concierge-level service of the Horizon Group make a meaningful difference.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Wealth Management
  • Financial Planning
  • Asset Management
  • Alternative Investments
  • Estate Planning Strategies
  • Philanthropic Services
  • Planning for Education Funding
  • Business Planning
  • Corporate Retirement Plans
  • Endowments and Foundations

Location

Location

  • 6565 Americas Pkwy Ne, Ste 400
  • Albuquerque, NM 87110


    Working With You

    Working With You



    Why clients Choose The Horizon Group


    Just as no two clients are alike, different advisors bring different experiences, styles and methods to their practices. At the Horizon Group, our clients appreciate our approach for reasons like these:



    A FOCUS ON TRANSITIONS
    Many of our clients are facing life events that indicate a change in their financial picture; by helping evaluate how transitions may impact their financial plans, we can help them stay on track toward their goals.

    A CASH FLOW BIAS IN INVESTMENTS
    With a number of clients either in or near retirement, cash flow becomes an important consideration in investment strategy. We carefully evaluate every recommendation with an eye toward cash flow.

    BEHAVIORAL FINANCE STRATEGY
    As previously indicated, we view investments as a means to an end, not as a goal in and of themselves. We help you identify, articulate and quantify your goals in terms of happiness, which drives our recommendations and strategies.

    A BELIEF IN COLLABORATION
    All of our clients are successful people, generally looking to translate a 30 year career into a lifetime of income. Many of them have other advisors they work with; we routinely collaborate with our clients’ lawyers, accountants, tax specialists and other trusted advisors.

    CONCIERGE SERVICE
    Every financial decision affects every other one; whether you make a major purchase or choose long-term care insurance or want information about selling a business, we want to be the first call you make when confronting a financial decision. We also provide the highest level of service we can for every client.

    Events

    Events

    Meet Horizon Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Horizon Group today.

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