Zachary Thomas, CFP^®

At Growth Horizons Wealth Management, we are dedicated to helping you achieve your financial dreams and business aspirations. Whether you are an individual aiming for a secure future or a small business owner looking to scale and succeed, we are here to support you every step of the way. As a small business owner, you face unique challenges in managing and growing your enterprise. Our Fractional CFO services are designed to provide you with strategic financial leadership, ensuring your business thrives, scales, and achieves its full potential. We take on the financial complexities so you can focus on what you do best – running your business. For individuals, we understand the importance of having a solid financial plan to build the life you envision. Our comprehensive wealth management services are tailored to your personal goals, providing you with the confidence and security to pursue your dreams. From retirement planning to investment strategies, we craft personalized solutions that fit your unique needs. At Growth Horizons, we believe in a holistic approach to financial management. Our team collaborates with CPAs, Attorneys, and other financial professionals to ensure every aspect of your financial strategy is seamlessly implemented. We handle the details, so you don’t have to. Our commitment to exceptional client service and deep expertise in financial planning ensures that you receive the highest level of support and guidance. We are passionate about building lasting relationships with our clients, helping you reach your financial goals and secure a prosperous future.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Irregular Income, Real Estate, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning