- 969 Pine Street Grand Rapids, MI 49503
- Finance@horizonascendtrust.com
At Horizon Ascend Trust, we understand that your financial journey is unique. We are more than just a wealth management firm; we are your trusted partners in achieving your financial goals and aspirations.
We provide personalized investment strategies tailored to your individual risk tolerance and financial objectives. Our experienced team leverages a robust investment platform and conducts thorough research to identify and capitalize on market opportunities.
We develop comprehensive financial plans that address all aspects of your financial life, including retirement planning, estate planning, tax planning, and risk management.
We actively manage your investment portfolio, making adjustments as needed to align with your evolving financial goals and market conditions.
We assist in the creation and administration of various trust structures, including revocable trusts, irrevocable trusts, special needs trusts, and charitable trusts.
We provide comprehensive estate planning services, including will drafting, estate tax planning, and probate assistance.
We help you plan for the smooth and efficient transfer of wealth across generations, ensuring your legacy is preserved.
We provide a range of concierge services to simplify your life and enhance your overall well-being, including travel planning, event coordination, and lifestyle management.
We assist you in achieving your philanthropic goals through strategic giving and impact investing.
We work with families to develop comprehensive wealth transfer plans that address the needs of multiple generations.
We leverage our extensive network and expertise to assist clients in recovering funds lost to fraud through collaborative efforts with law enforcement agencies and international financial institutions.
We utilize advanced technologies, including blockchain analysis and data analytics, to trace the movement of funds and expedite the recovery process.
Experience the Horizon Ascend Trust difference. Schedule a complimentary consultation today and let us help you achieve your financial goals.
Personalized Approach:
Effective tax planning is more than just filing your taxes on time; it's a proactive approach to managing your finances and minimizing your tax liability. By strategically planning your financial decisions throughout the year, you can maximize your after-tax income, achieve your financial goals faster, and build a stronger financial future.
"Wealth management is more than just investing money; it's about achieving your financial dreams and aspirations. It's about creating a personalized plan that aligns with your unique goals, whether it's early retirement, funding your children's education, or leaving a legacy for future generations.
Budgeting and saving are essential for achieving your financial goals, whether it's buying a home, funding your children's education, or simply enjoying a more secure retirement. While creating a budget might seem daunting, it's a valuable skill that empowers you to take control of your finances.
Guiding you towards a prosperous future. We help you build a secure financial foundation for yourself and your loved ones.
All Rights Reserved © 2025 Created With Xotosky By Red-Western Financial Developers
