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Growth Horizons

wealth management

Growth Horizons

wealth management

Meet the people who are dedicated to your success.

I'm Zachary Thomas, Owner of Growth Horizons Wealth Management. My journey in Wealth Management began with a strong desire to help others after seeing my grandfather's financial struggles after exiting his business. I've combined my business acumen, gained from him, with my work ethic from my parents who worked as a middle-school teacher and at the post office. I started at Wells Fargo, later spearheaded a wealth management department at Cadence Bank, and then joined Heritage Family Offices to offer comprehensive services. Today, I'm fully independent, leveraging technology while maintaining a personal touch. We operate in a fiduciary capacity, prioritizing clients' interests.

Zachary Thomas, Owner of Growth Horizons Wealth Management

Beyond finance, I'm a loving husband, fitness enthusiast, devout Christian, and nature lover with a passion for planning and action.

Meet the people who are dedicated to your success.

I'm Zachary Thomas, Owner of Growth Horizons Wealth Management. My journey in Wealth Management began with a strong desire to help others after seeing my grandfather's financial struggles after exiting his business. I've combined my business acumen, gained from him, with my work ethic from my parents who worked as a middle-school teacher and at the post office. I started at Wells Fargo, later spearheaded a wealth management department at Cadence Bank, and then joined Heritage Family Offices to offer comprehensive services. Today, I'm fully independent, leveraging technology while maintaining a personal touch. We operate in a fiduciary capacity, prioritizing clients' interests.

Zachary Thomas, Owner of Growth Horizons Wealth Management

Beyond finance, I'm a loving husband, fitness enthusiast, devout Christian, and nature lover with a passion for planning and action.

As your trusted advisor, we’re focused on adding convenience and simplicity to your life.

Our approach emphasizes client customization, offering technology-driven solutions while maintaining personal relationships. We’re committed to empowering clients to have the confidence they need to make complex financial decisions. We primarily serve entrepreneurs, young professionals, retirees, and those experiencing sudden wealth.

Cara Nguyen | Executive Assistant

Team and Support

Cara Nguyen is our Executive Assistant and is responsible for providing comprehensive support managing the organization’s office operations. Cara has an innate ability to organize, manage and complete complex projects, while offering exceptional support to her clients. She previously held a managerial position at a Fortune 500 financial firm and has over 15 years of financial management experience. Cara attended Lamar University majoring in Business and is now attending Louisiana State University to expand her education.

Our Values and Commitments

Person in an office desk holding a tiny house keychain

Building Financial Confidence

Our mission is to empower clients with the confidence to make sound financial decisions.

Values and Ethics

We adhere to a strong ethical code and are proud members of the XY Planning Network.

Community Involvement

We're committed to giving back to the community through our partnerships with organizations such as Hill Country Bible Church and Resource Global, among others.

Building Financial Confidence

Our mission is to empower clients with the confidence to make sound financial decisions.

Values and Ethics

We adhere to a strong ethical code and are proud members of the XY Planning Network.

Community Involvement

We're committed to giving back to the community through our partnerships with organizations such as Hill Country Bible Church and Resource Global, among others.

Interested in our services? We’re here to help!

Our desire is to understand the dynamics of your situation intimately to help us cultivate a personalized solution to accomplish your goals.

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FAQs

Got a question? We’re here to help.

  • What is wealth management?

    Wealth management is a comprehensive combination of financial planning, retirement planning, estate planning, investment management, accounting and tax planning services, offered by a financial professional, with the ultimate objective of helping clients achieve their financial and life goals. 

  • Why should I work with a wealth management advisor?

    An experienced wealth management advisor provides peace of mind when it comes to your finances, making difficult decisions easier. They get to know you, develop a deep understanding of your wants and needs, and help you clearly define your financial goals. 

  • How do I know which investment strategy makes the most sense for me?

    There are many factors to consider when choosing an investment strategy. The first set of factors is specific to you, our client. Our disciplined discovery process helps us understand your individual circumstances and goals. Once we have a good understanding of your needs, we can then consider the second set of factors, which involve the overall health of the economy.

  • How do I save for retirement?

    As a wealth management firm, we can help you with all aspects of saving for retirement, from creating a financial plan to selecting investments and managing your portfolio. They can also help you take advantage of tax-advantaged retirement accounts and other strategies to maximize your savings.



  • How do I protect my assets from taxes?

    You can work with our firm to help you develop a personalized tax planning strategy that takes into account your unique financial situation and goals. We can also help you choose the right investments and structures to minimize your tax liability.

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