Pictured above (L to R): Vince DeSilva, Sr. Vice President, Membership Services awards the April 2018 Chairman’s Club Business of the Month to Dan Miller, Wealth Manager; Jerrí Hewett Miller, Founder & Principal; and Lynn Dunagan, Client Services Associate.
Wealth Horizon is a boutique financial planning and investment advisory firm located in Duluth. Led by husband and wife team, Jerrí Hewett Miller and Dan Miller, the firm has acted as a fiduciary for their clients since Wealth Horizon was founded 25 years ago. Jerrí’s and Dan’s combined 45 years of experience in the wealth management arena and unique perspective as a married couple help them guide their clients through all of life’s transitions with the confidence to move forward.
Wealth Horizon has been awarded the 5 star Wealth Manager Award by Atlanta Magazine, Top 25 Financial Planning Firms by Atlanta Business Chronicle, Best of Gwinnett Winner by Gwinnett Magazine and most recently the Women’s Choice Award. Wealth Horizon is one of only six firms in Georgia to receive this prestigious award and will be featured in USA Today later this year.
Wealth Horizon is very involved in the Gwinnett community and Chamber. They are a sponsor of Gwinnett Leadership Organization of Women and Jerrí sits on various nonprofit boards including our own Chamber Board.
Last year Wealth Horizon partnered with the Community Foundation for Northeast Georgia and established the first Women’s Giving Circle to provide grants to smaller nonprofits in our community that serve women and children.