Horsey & Company, LLC
Wade Horsey, CFA,MBA,MSEE,BSEE
Wealth Manager
860-904-5724
info@horseycompany.com
Welcome to Horsey & Company, LLC

Horsey & Company, LLC is an independently owned wealth management firm that offers personalized service to clients. We would like to assist clients in taking the steps necessary to protect, conserve, grow or distribute their assets.  Goals, risk profile and investment objectives are key to any plan that is developed.  Our independence allows us to offer an unbiased, objective approach to working with our clients' financial, investment and estate needs.  Each client's individual situation is unique and deserves an equally unique customized approach.

 

We offer the opportunity to provide the assistance that clients need to augment the management of their investment resources.  We meet with clients to discuss were they are, where they want to be and develop a methodology for moving forward. Once a plan is constructed, we utilize the full range of investment vehicles to include stocks, money markets, retirement accounts, mutual funds, bonds, government securities, insurance and alternative investments to achieve an asset allocation in line with the client's profile.

 

Please call us today at (860) 904-5724 for an assessment of your financial, investment, retirement and estate needs.  Let us help you build and maintain a plan that allows you to accommodate your changing needs.

Latest Video Client Alert
Newsletters
  • A View of Health Care from Around the World
    The United States health-care system has been impacted by the Affordable Care Act (ACA). But how does delivery of health care in the United States compare to that of
  • Retirement Myths and Realities
    We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are four common
  • How the Windsor Decision Affects Retirement Plans
    Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of "spouse" is
  • Why are you paying more at the pump?
    Have you ever stood at the pump wondering why you're paying so much to fill up your vehicle? The answer is ... complicated. According to the U.S. Energy Information
  • Chart: Ten-Year History of U.S. Average Gas Prices
    Gas prices fluctuated widely in 2008, peaking at a high of $4.11 during the second week of July, then plummeting to $1.81 by the first week of December. Since 2008,
    
PreviousNext
 
 
 

100 Pearl Street, Hartford CT 06103 (860) 904-5724
Securities and investment advisory services offered through NEXT Financial Group, Inc., Member
FINRA/SIPC.
To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of
www.nextfinancial.com.

Horsey & Company, LLC is not an affiliate of NEXT Financial Group, Inc.

Investment products and services available only to residents of : AZ, CT, FL, MA, ME, NY, OH, VA