About Horizon Private Wealth
<p>With a four-person team split between Greenville and Oxford, Horizon Private Wealth works with business owners, professionals, and families on long-term financial planning and retirement plan decisions. The firm is headquartered in Greenville in the Upstate South Carolina region, with a second office in Oxford in north Mississippi.</p> <p>As fiduciary advisors, Horizon Private Wealth puts client interests first and focuses on clear recommendations tied to real-world goals. Their work includes plan design as well as wealth management, business growth and exit planning, institutional investment strategies, tax strategy coordination, legacy and estate planning, and life insurance and risk management.</p> <p>Horizon Private Wealth partners with Fortis Capital Advisors, LLC for investment advice and Green Vista Capital, LLC for securities offerings. This setup is a practical differentiator for clients who want planning support alongside access to investment and securities services through aligned partners.</p> <p>Services include:</p> <ul> <li>Retirement plan design</li> <li>Wealth management for individuals and families</li> <li>Business growth and exit planning</li> <li>Institutional investment strategy support</li> <li>Legacy/estate planning and insurance-based risk management</li> </ul>
Website: https://Horizonpw.com
Employees: 4
Office Locations
- Greenville, SC (Headquarters)
- Oxford, MS
Services Offered
- Plan Design Consulting
Team Members
- Aaron Berg, Co-Founder & Managing Partner
- Webb Sabin, Co-Founder & Managing Partner, MBA, AIF
- Russell Christopher, Senior Business Consultant
- Josh Powers, Associate Financial Advisor, MBA