Your Trusted Wealth Partners
More than advisors, we are your partners. Our Horizent team at Intrua Financial is here to guide, support and grow with you through every chapter of your financial journey.
MORE THAN A NAME
HORIZENT
Horizent is a name born from the inspirational convergence of horizon and ascent. It’s a name that captures the spirit of rising toward something greater. Horizent reflects our team’s mission to help clients move confidently toward future aspirations, backed by our steady support.
Horizon speaks to long-term vision, possibilities, and purpose. Ascent reflects growth, upward momentum, and the achievement of meaningful milestones. Together, Horizent symbolizes a journey of progress, where every step is guided, every goal is within reach, and every client feels empowered to climb toward the life they envision.
OUR TEAM
Our Horizent team at Intrua Financial is built on a foundation of experience, integrity, and lasting relationships. Led by Eric Kulwicki CFA®, CFP® Shawn Thomas, and Nate Baumann, our team partners closely with clients to create tailored strategies that grow, preserve, and sustain wealth for generations to come.
Eric Kulwicki, CFA®, CFP®*
Wealth Advisor
Investment Consultant
Portfolio Manager
*Eric Kulwicki is not affiliated with LPL Financial.
Shawn Thomas
Wealth Advisor
Nate Baumann
Wealth Advisor
Impactful Wealth Management
Through personalized advice and thoughtful strategies, we help individuals, families, and businesses build, preserve, and enjoy their wealth with confidence. By aligning financial planning, investment management, and estate strategies with each client’s unique goals, we create lasting impact, empowering them to thrive today while securing a strong foundation for future generations.
Comprehensive Wealth Strategies
We provide a holistic and integrated approach to managing all aspects of your financial life, from investment and retirement planning to tax strategies and estate considerations.
Investment Management
Drawing on extensive investment management experience, we work closely with you to provide tailored strategies to help you meet your financial goals.
Customized Solutions
Just like putting together a puzzle, true wealth planning means carefully fitting each unique piece of your life into a personalized strategy that creates a complete and meaningful picture.
WHY US
Transforming Goals Into Financial Independence
Choosing the right wealth advisory team is about more than just professionalism. It’s about trust, partnership, and a shared commitment to your goals. Our team brings deep experience, personalized strategies, and a genuine dedication to helping you grow, preserve, and enjoy your wealth through every stage of life.
Collective Expertise
With decades of combined experience in financial planning, portfolio management, and client support, our team has successfully helped guide individuals, families, and businesses through all types of market cycles – delivering personalized strategies, steady advice, and dedicated service at every stage of their financial journey.
OUR PARTNERS
Leveraging Technology & Support
Our team leverages leading companies, cutting-edge technologies, and specialized resources to deliver high-quality support, ensuring every client receives personalized, efficient, and forward-thinking wealth management solutions.
Dedicated to High-Quality Service
With significant experience and a commitment to high-quality service, we help individuals, families, and businesses navigate their financial journeys with clarity and confidence.
Through open communication, transparency, and thoughtful, personalized strategies, we build trusted relationships that create lasting impact – helping our clients grow, preserve, and enjoy their wealth.
Looking For Our Latest Insights?
Hear from our wealth advisory and investment teams with the latest on the financial markets and other wealth management topics.
October 2025 Investment Commentary