Horizon Private Wealth is a fiduciary financial advisory firm serving business owners, professionals, and families from offices in Oxford, Mississippi, and Greenville, South Carolina. The firm positions itself as a collaborative partner, helping clients navigate important financial decisions through personalized strategies grounded in integrity, transparency, and clients’ goals and values. Its services include comprehensive wealth management and financial planning, business growth and exit planning, institutional investment strategies, private alternative investments, tax planning, legacy and estate planning, and advanced life insurance strategies and risk management.

Horizon Private Wealth describes a 21-step process for helping business owners protect, grow, and monetize their businesses, alongside detailed life insurance audits and reviews. Its approach brings together business and personal financial considerations, with an emphasis on practical experience, clear decision-making, and long-term planning. The firm also works with independent professionals to support clients’ financial needs.

Investment advice is offered through Fortis Capital Advisors, while insurance products and securities are offered through separate providers, as identified in the firm’s disclosures