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OUR FIRM


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At Horizon Wealth Strategies, our mission is to be known for our expertise in holistic financial planning and for genuinely caring about our clients' well-being. Nothing is more important to us than working on our clients' behalf; and you won’t find anyone outside of your immediate family who cares more about your family’s financial well-being than we do.

We’ll help you to drown out the financial noise found on TV or the internet, so you can focus on the things that truly matter. We do this by following a consultative and collaborative process in every client relationship. Although many people consider financial planning to be nothing more than investments, it is far more comprehensive than just this one area of your financial life. As our founder and principal Mark Olson says “We believe your portfolio is important and we can handle that for you, but in order to truly have a successful financial future, you must focus on more than just your investments. Unless you consider your entire financial life and include: your expenses, income sources, the disposition of your estate, and the many everyday risks of life, you will most certainly have financial issues at some point in the future.” This holistic view of financial planning helps distinguish us from many in the financial services industry.

Remember, if you ever need help with insurance or investments, or anything else that keeps you up at night, call us and we’ll be happy to address your concerns. We’re here to help!

Somerville Office


21 Maple Street
Somerville, NJ 08876
Office: (908) 698-4339
Fax: (908) 698-0753
irene@hwsnj.com

Austin Office


3305 Northland Drive, Suite 412
Austin, TX 78731
Office: (512) 215-4760
Fax: (512) 215-4478
mark@hwstex.com

New Braunfels Office


910 Gruene Road, Bldg 4B
New Braunfels, TX 78130
Office: (830) 302-2237
Fax: (830) 541-5190
mike@hwstex.com

Hackettstown Office


59 Ketcham Rd
Hackettstown, NJ 07840
Office: (908) 850-4400
Fax: (908) 850-4105
matt@hwsnj.com

Disclosure

Mark Olson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, DE, FL, MA, NJ, NY, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Mark Olson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 21 Maple St, Somerville, NJ, 08876, 512-215-4760. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, DE, FL, GA, MA, NC, NH, NJ, NM, NY, PA, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Olson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CO, CT, DE, FL, GA, MA, NC, NH, NJ, NM, NY, PA, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Horizon Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Horizon Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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  • HOME
  • WHO WE ARE
    • Our Firm
    • Our Advisors
    • Who We Serve
    • Our Process
    • Our Resources
    • Collaborating With Your Advisors
    • CPA & Attorney Resources
    • Where We Do Business
  • OUR EXPERTISE
    • Solutions for Businesses
    • Solutions for Individuals
    • Lifetime Wealth Portfolios
  • UPCOMING CLASSES
    • Texas Upcoming Classes
    • New Jersey Upcoming Classes
  • RESOURCES
    • CPA & Attorney Resources
    • Video Library
    • Newsletters
    • Helpful Links
  • LOCATIONS
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