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Optimize Your Wealth, According to Your Vision

Smart financial solutions
for every stage of life.

We turn complex financial challenges into clear opportunities for retirees, business owners, and affluent families. Our personalized approach aligns your wealth strategy with your biggest aspirations, so every financial decision advances your goals. With comprehensive planning and professional guidance, we help you define your legacy while creating a confident financial future for you and your loved ones.

 

Financial guidance, comprehensive planning, and investment
management to help you pursue your next milestone.

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R. Jason Horwitz, CFP®, CRPC®

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300 Ledgewood Place, Suite 100 Rockland, MA 02370

Office: (781) 785-0508 | Fax: (781) 421-6574 | jason.horwitz@ifpadvisor.com

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. CRPC conferred by College for Financial Planning. 

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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For more information visit www.FINRA.org or www.SIPC.org.

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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