We are a full service wealth management and tax strategy firm dedicated to helping individuals and business owners build, protect, and preserve long term wealth. Our approach focuses on creating personalized financial plans that prioritize retirement income, tax efficiency, and sustainable growth. By integrating investment management with proactive tax strategies, we help clients keep more of what they earn while preparing for the future. Whether you are planning for retirement, growing your business, or optimizing your financial position, our team provides guidance designed to support lasting financial confidence.
My husband and I have been working with Dan Blair for over a decade and it was the wisest financial decision we have made. I trust Dan and Melissa and all the people working at HW Tax Strategies completely. They listen intently to our risk comfort, really get to know our needs and us as people, and then turn that into the right financial plan for us. We have the retirement we do because of them. I highly recommend Hw Tax Strategies to everyone I know.
DD
Diana D.
3 days ago
5.0
Dan, Melissa and the team at HW Tax Strategies are wonderful. I have been a client for over 7 years during which Dan and Melissa have been a support to me and managed my assets through many of life’s biggest challenges. Their dedication to preserving and growing my finances through my retirement years and for my family beyond my lifetime provides me with peace of mind and, therefore, the ability to enjoy my lifestyle. I greatly value the team’s professionalism, commitment, communication and accessibility. I have and do recommend them highly.
JD
Jim Dietvorst
6 days ago
5.0
I have been with Horizon Wealth Tax Strategies for seven years and am absolutely satisfied with the advice, solutions, follow through, thoughtful strategies, and investment growth I didn't think possible seven years ago. It is the best financial decision I have made.
EN
Eva Novak
Aug 13, 2026
5.0
We have been with Horizon Wealth Tax Strategies Advisor since they started it. Daniel Blair and his wife Melissa and his staff are very well informed to managed your hard earned Investment. They also know about Tax Strategies which is very helpful. On the top of it they are always available to talk to of any concerns you might have very nice, friendly company . Austin, is Incredibly Brilliant managing Porfolio . My Retirement is truly a Blessing I can't believe it that was happening on my early 61. Highly Recommend. Eva and Hansi
FF
fdm500
Aug 13, 2026
5.0
Most personable and Honest persons and company I have encountered. Has served me well for many years and has my utmost trust. Dan and Melissa are the best!
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