Business Details
About
Financial PlannerFinancial PlanningInvestment Service
At Growth Horizons Wealth Management, we are a trusted fee-only financial planner committed to empowering individuals, families, and businesses with tailored financial solutions. Our services include financial planning, wealth management, and investment management, all designed to help you work toward your financial goals.
We also specialize in retirement planning, small business consulting, and fractional CFO services to support business growth and financial stability. Whether you're planning for the long term or managing day-to-day finances, our team provides strategies to align with your unique needs and goals.
Contact Growth Horizons Wealth Management today to schedule your consultation and learn how we can support your financial journey.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- Onsite servicesAvailable
Location
Growth Horizons Wealth Management
601 Quail Valley Drive, Georgetown, TX
78626, United States
Hours
Reviews
5.0
25 reviews
5 stars
25
4 stars0
3 stars0
2 stars0
1 star0
- SMSarah McLellanOct 27, 20255.0Zach & Cara at Growth Horizons Wealth Management are a great team! Very responsive to our requests, providing sound investment advice and helping us navigate finding opportunities to securely grow our nest egg.
- GPGlenn PorterOct 27, 20255.0I’ve worked with Zach for many years, and what I appreciate most is that he truly focuses on my family’s goals. He doesn’t just look at financial planning—he considers the bigger picture of our estate and what’s best for us long term. Zach has guided me through the right moves, whether it’s reallocating funds to purchase a property or business, adjusting the portfolio, or even everyday decisions like whether to buy a new car, a used one, or repair the one I have. With Growth Horizons, his guidance has always kept us on track to reach the goals we’ve set together.
- MMMeg MartinSep 15, 20255.0Highly recommend Zach and his team - he's thorough, strategic, and asks all the right questions. We are happy to have Zach as our financial advisor!
- PRPiero RossiAug 15, 20255.0I have worked with Zach for six years and he has been a great resource. Honest, always looking out for my best interest, and his investment suggestions have been great. I highly recommend investing with Zach.
- ACAndrew CasademuntAug 14, 20255.0Zach has been an amazing financial advisor ! He has really helped grow my portfolio.
Frequently Asked Questions About Growth Horizons Wealth Management
How much do I need to save for retirement?
Check out our free retirement savings calculator: https://www.growthhorizonswm.com/resource-center/retirement/saving-for-retirement
Do I have enough saved up to retire?
Check out this free calculator to see if you may out live your retirement savings:
https://www.growthhorizonswm.com/resource-center/retirement/my-retirement-savings
What is my net worth?
Check out our free net worth calculator: https://www.growthhorizonswm.com/resource-center/estate/whats-is-my-current-net-worth
Should I pay off debt or invest?
When you receive some extra money it may be difficult to determine whether you should invest the funds or use them to pay debt. One financial theory suggests that if your after-tax return on investments is greater than the after-tax cost of your debt, you should invest. Use this calculator to help analyze a hypothetical situation:
https://www.growthhorizonswm.com/resource-center/lifestyle/should-i-pay-off-debt-or-invest
Should I buy or lease an auto?
Leasing is one method of acquiring a new auto. Although lease payments may seem attractive at times, it may not always be the best financial decision when compared with purchasing the vehicle. Use the following calculator to help analyze the decision of whether to buy or lease.
https://www.growthhorizonswm.com/resource-center/lifestyle/should-i-buy-or-lease-an-auto
What financial services does Growth Horizons Wealth Management offer?
We provide fee-only financial planning, wealth management, investment management, retirement planning, tax and estate planning, business consulting, and fractional CFO services.
Where is Growth Horizons Wealth Management located?
We are located at 601 Quail Valley Drive, Georgetown, TX 78626.
What are the business hours of Growth Horizons Wealth Management?
Our office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends and major holidays.
Is Growth Horizons Wealth Management a fee-only financial planner?
Yes, we are a trusted fee-only financial planner committed to providing unbiased financial advice without commissions.
Can I schedule an appointment online or visit onsite?
Yes, we offer both online appointments and onsite services, but appointments are required.
How can I contact Growth Horizons Wealth Management for more information or to schedule a consultation?
You can call us at +1 737-215-8317 or email info@growthhorizonswm.com to get in touch.
What nearby services could assist me if I'm visiting Growth Horizons Wealth Management?
Nearby you can find services like Painting and Handyman Solutions for home repairs, Hill International Realty for real estate needs, and CTR Services Air Conditioning & Heating for HVAC support.
Are there nearby professional services that might complement financial planning?
Yes, Heritage Office Suites offers coworking and business spaces, Farier Consulting provides business consulting, and legal services like The Grove Law Firm and Law Office of Alejandro Martinez are nearby.
Which nearby insurance agencies could I consult alongside financial planning?
Brightway Insurance - The Herron Family Agency, Sammi Toy - Impact Insurance Agency, and Goosehead Insurance - Danny Moore are located near our office for additional insurance needs.
What resources does Growth Horizons Wealth Management provide for retirement planning?
We offer free retirement savings calculators and tools to assess if you have enough saved for retirement, accessible on our website at https://www.growthhorizonswm.com/resource-center/retirement.