The Horizon Group of Truist Investment Services, Inc. The Horizon Group of Truist Investment Services, Inc.

The Horizon Group of Truist Investment Services, Inc.

814 A1A N

Suite 200,

Ponte Vedra Beach, FL 32082-3212

Who we are

The Horizon Group specializes in wealth management services tailored to our clients’ specifics needs and goals. Our client commitment includes customized financial solutions, along with a responsive team of service-oriented investment professionals. We believe in understanding our clients’ personal and financial goals through building a relationship based on trust and reliability.
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Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Our team is focused on every client’s—and their family’s—investment and financial planning goals. We utilize our collective experience and skill sets to help each household we work with to create a custom and unique financial plan that revolves around their lifestyle and family legacy goals. Our team believes in being adaptable and flexible based on changing market conditions and the needs of our clients.

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