Horizon Ridge Wealth Management, LLC

Horizon Ridge Wealth Management, LLC

We help entrepreneurs & executives dream big, invest wisely, and plan for events such as selling a business, retirement, divorce, and so much more.

Horizon Ridge Wealth Management is a holistic wealth management firm. We focus on helping our entrepreneurs and executives invest wisely and plan for life events such as retirement, divorce, selling a business, investing in new opportunities, and much more. It is our belief that financial planning is more than just numbers, it is your roadmap through each stage of life.

Operating as usual

04/01/2021

The day has come... it’s finally here...
#entrepreneur #entrepreneurs #entrepreneurlife #entrepreneurship #executive #smallbusiness #smallbusinessowner #smallbusinessowners #realestate #privateequity #hedgefund #solar #oilandgas #realestateinvestor #realestateinvestors

Timeline Photos 03/31/2021

One day... 24 hours... We can wait to change #entrepreneur & #executive lives forever!
#entrepreneurlife #entrepreneurship #business #smallbusiness #investment #realestate #privateequity #hedgefund #cryptocurrency #alternativeinvestments

One day... 24 hours... We can wait to change #entrepreneur & #executive lives forever!
#entrepreneurlife #entrepreneurship #business #smallbusiness #investment #realestate #privateequity #hedgefund #cryptocurrency #alternativeinvestments

Timeline Photos 03/31/2021

Talk about some mounting anxiety! Only a couple days away from the new launch of.....
#entrepreneur #entrepreneurship #executive #businessowner #smallbusiness #investment #investing #financialplanning #divorce #specialneeds #exitplan

Talk about some mounting anxiety! Only a couple days away from the new launch of.....
#entrepreneur #entrepreneurship #executive #businessowner #smallbusiness #investment #investing #financialplanning #divorce #specialneeds #exitplan

Timeline Photos 03/27/2021

#divorce #divorceattorney #divorcelawyer #executive #executives #entrepreneur #entrepreneurs #entrepreneurship

#divorce #divorceattorney #divorcelawyer #executive #executives #entrepreneur #entrepreneurs #entrepreneurship

Timeline Photos 03/26/2021

Less than a week away!!! We can’t wait for the announcement AND what we are rolling out over the coming weeks and months!
#financialindependence #financialadvisor #financialplanning #exitplanning #executive #entrepreneur #entrepreneurs #entrepreneurship

Less than a week away!!! We can’t wait for the announcement AND what we are rolling out over the coming weeks and months!
#financialindependence #financialadvisor #financialplanning #exitplanning #executive #entrepreneur #entrepreneurs #entrepreneurship

Timeline Photos 03/24/2021

#entrepreneur #entrepreneurs #entrepreneurship #financialplanning #investment #investments #csuite #executive

#entrepreneur #entrepreneurs #entrepreneurship #financialplanning #investment #investments #csuite #executive

Timeline Photos 03/23/2021

I love pressure cooker situations... we are 9 Days away from an exciting announcement! Stay tuned!!!!
#entrepreneurlife #entrepreneurmindset #entrepreneurship #entrepreneurial #entrepreneurs #entrepreneurgoals

I love pressure cooker situations... we are 9 Days away from an exciting announcement! Stay tuned!!!!
#entrepreneurlife #entrepreneurmindset #entrepreneurship #entrepreneurial #entrepreneurs #entrepreneurgoals

Timeline Photos 03/21/2021

Investing should involve thinking outside the traditional “box”...especially when you are seeking superior returns!#businessowner #businessowners #entrepreneur #entrepreneurs #executive #executives #realestate #realestateinvesting #realestateinvestor #realestateinvestors #privateequity #hedgefund #hedgefunds #activeinvesting #investment #investmentmanagement #alternativeinvestments

Investing should involve thinking outside the traditional “box”...especially when you are seeking superior returns!#businessowner #businessowners #entrepreneur #entrepreneurs #executive #executives #realestate #realestateinvesting #realestateinvestor #realestateinvestors #privateequity #hedgefund #hedgefunds #activeinvesting #investment #investmentmanagement #alternativeinvestments

Timeline Photos 03/20/2021

As an #entrepreneur & #executive I have had my fair share of ups and downs. There were many days that I left the house before sun up & got home after sundown, worked 90 hour per week, and felt like I was failing at being a full-time family man. The last thing I wanted to do when I got home was household chores & the family’s finances (which should have been easy because that’s my job). It wasn’t until I learned to delegate to people I could trust - and to those who have proven to perform at their best - that I was able to become more productive, spend time with my family, and refocus on improving my mind & body. In 11 days we are excited to unveil our approaches to helping our clients reach higher, live a happier life, and pursue their goals! #businessowner #happiness #goals #realestate #privateequity #hedgefund #exitstrategy #retirement #cashflow #financialindependence #financialplanning #investments

As an #entrepreneur & #executive I have had my fair share of ups and downs. There were many days that I left the house before sun up & got home after sundown, worked 90 hour per week, and felt like I was failing at being a full-time family man. The last thing I wanted to do when I got home was household chores & the family’s finances (which should have been easy because that’s my job). It wasn’t until I learned to delegate to people I could trust - and to those who have proven to perform at their best - that I was able to become more productive, spend time with my family, and refocus on improving my mind & body. In 11 days we are excited to unveil our approaches to helping our clients reach higher, live a happier life, and pursue their goals! #businessowner #happiness #goals #realestate #privateequity #hedgefund #exitstrategy #retirement #cashflow #financialindependence #financialplanning #investments

Timeline Photos 03/19/2021

It is not enough to say “Not all financial plans are created equal”... Families with #SpecialNeeds family members require unique, customized, and intricate planning. Planning for the future usually involves more than one, or two, people!

#ifyouknowyouknow #businessowner #entrepreneur #executive #veteran #family #disability #autism #downsyndrome

It is not enough to say “Not all financial plans are created equal”... Families with #SpecialNeeds family members require unique, customized, and intricate planning. Planning for the future usually involves more than one, or two, people!

#ifyouknowyouknow #businessowner #entrepreneur #executive #veteran #family #disability #autism #downsyndrome

Timeline Photos 03/18/2021

Thirteen days... less than two weeks until we reshape how #entrepreneurs & #executives plan, manage, and invest for their future! Podcasts, Facebook/LinkedIn Groups, Webcasts, New Websites, Case Studies, and a lot more will begin rolling out starting in 13 days!!! #businessowner #csuite #investment #realestate #realestateinvesting #privateequity #hedgefund #ceo #corporateattorney #investor #investors

Thirteen days... less than two weeks until we reshape how #entrepreneurs & #executives plan, manage, and invest for their future! Podcasts, Facebook/LinkedIn Groups, Webcasts, New Websites, Case Studies, and a lot more will begin rolling out starting in 13 days!!! #businessowner #csuite #investment #realestate #realestateinvesting #privateequity #hedgefund #ceo #corporateattorney #investor #investors

Timeline Photos 03/17/2021

#Passiveinvesting & #passiveincome should remain in strategies real estate... if clients want ACTIVE RETURN their #financialadvisor should be ACTIVELY seeking better returns! To do this advisors should be regularly creating #investmentresearch that expands beyond #stocks & #bonds !

#Passiveinvesting & #passiveincome should remain in strategies real estate... if clients want ACTIVE RETURN their #financialadvisor should be ACTIVELY seeking better returns! To do this advisors should be regularly creating #investmentresearch that expands beyond #stocks & #bonds !

Timeline Photos 03/16/2021

Tik tok... almost 2 weeks to the release of an evolutionary approach to integrating traditional #investments with #realestate , #privateequity , #hedgefunds , and so much more. No longer will #executives & #entrepreneurs have to be subjected to indexing or “buy and hold” strategies! #cashflow and #capitalappreciation will become the King & Queen to their portfolio strategy!
#businessowner #businessowners #csuite #csuitenetwork #retirementplanning

Tik tok... almost 2 weeks to the release of an evolutionary approach to integrating traditional #investments with #realestate , #privateequity , #hedgefunds , and so much more. No longer will #executives & #entrepreneurs have to be subjected to indexing or “buy and hold” strategies! #cashflow and #capitalappreciation will become the King & Queen to their portfolio strategy!
#businessowner #businessowners #csuite #csuitenetwork #retirementplanning

Timeline Photos 03/15/2021

No longer will #entrepreneurs or #executives have to use generic planning solutions. In 19 days they’ll experience what a proprietary planning for #businessowner & #csuite clients look like!
#moneymotivated #financialplanning #retirementplanning #income #estateplanning

No longer will #entrepreneurs or #executives have to use generic planning solutions. In 19 days they’ll experience what a proprietary planning for #businessowner & #csuite clients look like!
#moneymotivated #financialplanning #retirementplanning #income #estateplanning

Timeline Photos 03/14/2021

Too often #entrepreneurs & #executives are ridiculed for their incomes, profit sharing, & wealth...yet not much attention or thought is given to how much they CURRENTLY sacrifice, or PREVIOUSLY sacrificed, to achieve those accomplishments. Surprisingly, even with all the negative news they are lumped in with main stream investors & given mainstream advice... No longer! 20 days from now our team will share strategies created specifically for #entrepreneurs & #executives.
#csuite #csuitenetwork #moneymoves #financialindependence #financialadvisor #financialeducation

Too often #entrepreneurs & #executives are ridiculed for their incomes, profit sharing, & wealth...yet not much attention or thought is given to how much they CURRENTLY sacrifice, or PREVIOUSLY sacrificed, to achieve those accomplishments. Surprisingly, even with all the negative news they are lumped in with main stream investors & given mainstream advice... No longer! 20 days from now our team will share strategies created specifically for #entrepreneurs & #executives.
#csuite #csuitenetwork #moneymoves #financialindependence #financialadvisor #financialeducation

Timeline Photos 03/12/2021

When was the last time you assessed your financial position? Do you use traditional #investing strategies or do you branch out into #investmentstrategies that incorporate private, public, liquid, & illiquid #investment strategies? We look forward to sharing our strategies with our #entrepreneur and #executive clients in 20 days!
#csuite #csuitenetwork #ceo #moneymoves #realestateinvesting #oilandgas #business #smallbusiness #privateequity #hedgefunds

When was the last time you assessed your financial position? Do you use traditional #investing strategies or do you branch out into #investmentstrategies that incorporate private, public, liquid, & illiquid #investment strategies? We look forward to sharing our strategies with our #entrepreneur and #executive clients in 20 days!
#csuite #csuitenetwork #ceo #moneymoves #realestateinvesting #oilandgas #business #smallbusiness #privateequity #hedgefunds

Timeline Photos 03/12/2021

2020 taught many of us a valuable lesson in the importance of building connections, strengthening bonds, & uncovering what we value most. Sadly, in this self-discovery many families learned it would be best for the family if both parties went their separate ways. For those seeking a #divorce it is VITAL you understand Equitable IS NOT Equal. If you think you’re entitled to half, you may be in for a surprise. Seek the council of a #divorceplanner to assess your situation. Have them join your #legalteam to help you fight for an Equitable distribution!
#divorcelawyer #divorceattorney #divorcesupport #divorcecoach #accountant #financialindependence

2020 taught many of us a valuable lesson in the importance of building connections, strengthening bonds, & uncovering what we value most. Sadly, in this self-discovery many families learned it would be best for the family if both parties went their separate ways. For those seeking a #divorce it is VITAL you understand Equitable IS NOT Equal. If you think you’re entitled to half, you may be in for a surprise. Seek the council of a #divorceplanner to assess your situation. Have them join your #legalteam to help you fight for an Equitable distribution!
#divorcelawyer #divorceattorney #divorcesupport #divorcecoach #accountant #financialindependence

Timeline Photos 03/11/2021

A goal without a plan is nothing more than a wish... but not everyone is qualified to build a plan... in 22 days our team will help #entrepreneurs and #executives demystify #financialplanning !

#businessowner #financialliteracy #csuite #cashflowquadrant #money #moneymotivated

A goal without a plan is nothing more than a wish... but not everyone is qualified to build a plan... in 22 days our team will help #entrepreneurs and #executives demystify #financialplanning !

#businessowner #financialliteracy #csuite #cashflowquadrant #money #moneymotivated

Timeline Photos 03/10/2021

Too often advisors group clients together. This can be especially harmful for clients with special needs family. In 23 days #entrepreneurs and #executives with special needs family will have the opportunity to work with specialized planners who are well versed in special needs financial planning strategies!
#specialneeds #specialneedsfamily #specialneedsplanning #businessowner

Too often advisors group clients together. This can be especially harmful for clients with special needs family. In 23 days #entrepreneurs and #executives with special needs family will have the opportunity to work with specialized planners who are well versed in special needs financial planning strategies!
#specialneeds #specialneedsfamily #specialneedsplanning #businessowner

Timeline Photos 03/09/2021

Enough said... 24 days from now we will unveil how we think different so we can invest different...
#executive #entrepreneurship #business #investing #alternativeinvestments

Enough said... 24 days from now we will unveil how we think different so we can invest different...
#executive #entrepreneurship #business #investing #alternativeinvestments

Timeline Photos 03/08/2021

Too many entrepreneurs & executives look for new ways to maximize opportunity while also minimizing their taxes. While “traditional” investments might help with the first they have limited options with the second. This is why it is important to use different investments, investments that are designed to optimize growth on a risk adjusted basis AND seek to mitigate taxes NOW & in the FUTURE!
We look forward to sharing these strategies with our clients in the weeks, months, and years to come.
#growth #exitplan #alternativeinvestments #entrepreneur #executive #realestate #oilandgas #renewableenergy #csuite

Too many entrepreneurs & executives look for new ways to maximize opportunity while also minimizing their taxes. While “traditional” investments might help with the first they have limited options with the second. This is why it is important to use different investments, investments that are designed to optimize growth on a risk adjusted basis AND seek to mitigate taxes NOW & in the FUTURE!
We look forward to sharing these strategies with our clients in the weeks, months, and years to come.
#growth #exitplan #alternativeinvestments #entrepreneur #executive #realestate #oilandgas #renewableenergy #csuite

Timeline Photos 03/07/2021

Investing in “traditional” strategies has worked for decades but it has been fraught with problems and frustrations. It’s time to think “different” by combining mainstream investing with the strategies many of the ultra wealthy currently use. Investing different starts with thinking different!
#investmentstrategies #investmentproperties #insurance #privateequity #hedgefund #realestate #solar #ev

Investing in “traditional” strategies has worked for decades but it has been fraught with problems and frustrations. It’s time to think “different” by combining mainstream investing with the strategies many of the ultra wealthy currently use. Investing different starts with thinking different!
#investmentstrategies #investmentproperties #insurance #privateequity #hedgefund #realestate #solar #ev

Timeline Photos 03/06/2021

With the SEC expected to allow testimonials starting in May... good advisors will no longer have to remain a secret... We can’t wait for #entrepreneurs and #executive clients to see what specialized advice can do for them!
#investing #financialliteracy #executiveprotection #entrepreneurgoals

With the SEC expected to allow testimonials starting in May... good advisors will no longer have to remain a secret... We can’t wait for #entrepreneurs and #executive clients to see what specialized advice can do for them!
#investing #financialliteracy #executiveprotection #entrepreneurgoals

SEC Ad Rule To Take Effect in May 03/05/2021

SEC Ad Rule To Take Effect in May

https://www.wealthmanagement.com/regulation-compliance/sec-ad-rule-take-effect-may?NL=WM-025&Issue=WM-025_20210305_WM-025_494&sfvc4enews=42&cl=article_1_b&utm_rid=CPG09000003517584&utm_campaign=31533&utm_medium=email&elq2=bfcb39f84fba46a1a1dbbe52d912c8b1&oly_enc_id=6899F4304067F5A

SEC Ad Rule To Take Effect in May After some doubt, the SEC's final rule allowing client testimonials will go into effect May 4. "I’m sure there’ll be people who want to press it and hit the gas pedal."

Our Story

Dreams are only limited by your imagination. At Horizon Ridge Wealth Management we believe financial planning is more than just numbers, it is your roadmap through each stage of life.

The team at Horizon Ridge Wealth Management helps rapid growth businesses & their executive leadership work through the struggles of scaling their business and growing their personal wealth by strategically helping them build value and integrate their personal and business plans together…

We are the Entrepreneur’s Adviser™…

While our team’s educational background is critical in problem solving, it is our ability to relate to our entrepreneur and business executive clients that help each client know they are not alone…

We pride ourselves on not being like any other financial planning, or private wealth management firms…

Videos (show all)

Products

Retirement Planning
Tax Planning
Investment Planning
Special Needs Planning
Senior Care Planning
Insurance Planning
Estate Planning
Education Planning
Exit Planning

Telephone

Address


20130 Lakeview Center Plaza
Ashburn, VA
20147

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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