SERVICES

 

Horatio Street Wealth Management is an independent wealth management consulting firm with a key founding principle: to be completely independent from any proprietary relationships that would cause any bias or conflict of interest in recommendations to clients. This true independence allows each client to feel confident that recommendations are made without any of the inherent bias present in so many financial institutions.

 

The firm serves clients in three primary areas:

• Private Wealth Management and Investment Advisory Services

• Comprehensive Financial Planning

• 401k Compliance Guidance

 

Recognizing the importance of independence and the value that significant back office support can provide to financial services firms, the financial professionals of Horatio Street Wealth Management have affiliated with LPL Financial as their Broker/Dealer.