Broker Check

Celebrating 25 Years!

For those who know us, then you know we truly enjoy celebrating important milestones in our clients livesÍž whether it be a birthday call, acknowledging an anniversary, or a simple act of kindness when an important event happens in a client’s life. 2021 marks 25 years in business for Horvath Planning & Wealth Management. We are very excited for this accomplishment and want to say "Thank You" to the clients who have been with us throughout all these years and those who are new to our firm. Without you, we would not be able to do what we do. For that, we are eternally grateful and humbled. With this milestone year, we wanted to let you know about some of the upcoming changes and events we have planned for 2021.

  • First, our marketing and graphic design team just completed the design of our anniversary edition logo which is located at the top of this email.

  • We recently hosted our inaugural "State of the Markets" webinar and will also be hosting our "Half-Time Report" webinar in late July. We will continue to conduct these semi-annually every January and July.

  • With the new year, we will be updating the look of our site. We want to make our resources easier for you to access and use. Stay tuned!

  • We will also be adding new content! If you are not already signed up, be sure to sign up for our newsletter, and you will be notified as new content is released.

  • Lastly, a long-awaited move is coming. Unfortunately, or fortunately, we were ready to sign a lease late last winter, then COVID hit. Since then, we have been working remotely. Once we have moved, we will take that opportunity to unveil our new office and host a client appreciation event in celebration of our 25 years in business!

Again, we show tremendous gratitude for the clients and families who have been loyal to us through all these years and are excited for those just joining our team. We look forward to the privilege of continuing to help you plan for the road ahead and our next 25!

In health, happiness, and significance, 

Craig J. Horvath and the Horvath Planning & Wealth Management Team