Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth management firm that delivers to clients a consultative based wealth advisory process. We help our clients to identify specific financial goals & concerns, develop an investment policy statement, create financial strategies, manage assets in a risk appropriate environment, control tax implications, establish growing income streams and design strategies to transfer wealth or provide advice on managing philanthropic interests.

New Horizon Asset Mgmt LLC

Investment Services

📍 11 Racquet Rd Ste 2, Newburgh, NY, 12550

📞 845-567-3930

🌐 nhamg.com

Related Categories

Bonds Business Management Consultants Investment Management Services Investment Services

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