Next Horizon Wealth

06/02/2026

June is Pride Month, a time to recognize and celebrate the LGBTQ+ community. It’s an opportunity to reflect on progress, support inclusion, and appreciate the value of diverse perspectives.

05/29/2026

529 Day feels like the perfect time for a little throwback 🎓

From graduation caps and yearbook photos to where we are today, it’s fun to look back on the moments that helped shape our journeys.

As we celebrate 529 Day, we’re also reminded how meaningful it can be to plan ahead for future educational goals — one step, one milestone, and one memory at a time.

https://bit.ly/4v9IpHY

05/28/2026

Before we talk about investments or strategies,

we take the time to understand what matters most to you.

Your goals. Your concerns. Your family. Your vision for the future.

From there, we build a comprehensive plan that connects every part of your financial life.

Investments, taxes, retirement, estate planning, and beyond. https://bit.ly/4u04w2k

05/26/2026

More people are choosing to age on their own terms, redefining what retirement and independence can look like.

“Solo agers” are building strong support systems, staying engaged in their communities and planning thoughtfully for the future.

Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.

05/25/2026

This Memorial Day, we remember and honor those who gave their lives in service to our country.

We are grateful for their sacrifice and the freedoms it represents.

05/23/2026

Prom season always brings back a little nostalgia 💃✨

From the dresses and corsages to the big hair and dance photos, some memories never fade. Throwing it back to China’s prom days.

05/22/2026

We're proud to share that Ameriprise Financial was named one of Newsweek’s 2026 America’s Greatest Workplaces for Women – a great reminder of the meaningful contributions women make throughout our firm every day!​

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

05/21/2026

Office morale boost, courtesy of Melo 🐾

Thanks to Alex for bringing in our best-dressed visitor of the day. Safe to say, he stole the spotlight (and a few hearts).

05/20/2026

Next Horizon Wealth specializes in comprehensive planning that includes retirement and life stage planning, tax-aware strategies, investment management, business succession planning and intergenerational wealth transfer. Every engagement begins with listening and understanding your vision before offering recommendations. https://bit.ly/4eTgTJT

05/18/2026

In our experience advising clients, the conversation about philanthropy goes beyond dollars and cents. It touches on legacy and identity. How someone chooses to support causes can illuminate what matters most to them, revealing motivations tied to family, community, or a desire to effect change in the world.

Charitable giving reflects values and purpose, blending heart and strategy to help create impact and enrich the giver’s life.