Horton Wealth Management

Horton Wealth Management

The Horton Wealth Management team strongly believes in comprehensive wealth management including investment management, liability management and investment planning. Having a strategic plan will help to ensure you are on track to meet your unique financial goals. We leverage the capabilities of our global resources and our team based approach to provide clients with a wide variety of vehicles to help them achieve success.

Our team is positioned to provide you and your family with a superior experience. We strive to become the primary source of financial guidance for your family, providing you with comprehensive advice, financial direction, and risk management. We routinely review your current financial position and reevaluate your short term needs and long term goals. Our commitment is to you, to help ensure you and your family are on track towards financial success.

We invite you to explore our website to learn more about us as a team and what we do. If you would like to discuss your individual situation we are happy to sit down with you. To learn more, call or send an email. We are looking forward to working with you.

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Horton Wealth Management Team

The Horton Wealth Management Team is located in Victoria, TX. Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Click the pictures below to learn more about the team.

Cody Horton, Managing Director

Cody Horton

Managing Director

Jason Page, Director of Client Relations

Jason Page

Director of Client Relations

Contact

We look forward to speaking with you.

Get In Touch
361.579.2930

Office Address
One O’Connor Plaza, Suite 860,
Victoria, TX 77901

Hours
Mon-Fri: 8:00AM – 4:00PM

Email
Cody.Horton@wfafinet.com
Jason.Page@wfafinet.com

 

Personalized Guidance

At Conservant Financial, we understand that each client has unique financial aspirations. Our approach combines deep understanding and market expertise to develop strategies tailored to your needs, ensuring your path is aligned with your financial vision.

Comprehensive Planning

Our holistic strategies integrate all facets of your financial framework, ensuring that your investments and estate plans work synergistically for optimal results.

Dedicated Team

Our collaborative team of professionals brings a wealth of knowledge and diverse skills together, guiding you with insights that make a significant difference to your financial success.
Meet Our Team

Proven Outcomes

Join the community of successful clients who have effectively gained and safeguarded their wealth through our proven strategies and guidance focused on excellence.

Cody Horton

Managing Director

*Background and Experience

Cody was raised in Victoria, TX and began managing money at a very young age, buying, raising, and selling animals as an active member of the Nursery 4H Club. Always being a sounding board for friends and family making their own financial decisions, coupled with a strong desire to make a difference in people’s lives, eventually led him the becoming a financial advisor full time.

Cody graduated from St. Joseph High School in Victoria, TX in 1999 and, as a life-long Aggie, went on to attend Texas A&M University in College Station where he graduated with a degree in Mechanical Engineering in the Class of ’03. Immediately after college, he worked as a sales engineer in the HVAC industry, selling commercial HVAC equipment, first with Carrier Corp, then with Johnson Controls, Inc. He decided to go back to school and graduated from UTSA with a Master of Business Administration in 2008. While earning his MBA, Cody discovered his interest in Finance and decided to pursue a career as a financial advisor. He began building a business with Edward Jones in 2010 and then joined Wells Fargo in 2015. Cody has earned the title of Accredited Asset Management Specialist (AAMS), awarded by the College for Financial Planning, and has been recognized as a part of the Wells Fargo Advisors Platinum Council* for many years. He made the move to Wells Fargo Advisors Financial Network in 2023, starting his own independent practice, Horton Wealth Management of Conservant Financial.

Away from the Office:

Cody currently resides in Victoria, TX with his wife, two daughters and son. He enjoys serving the Church, as a daily server at Mass, and by helping run a weekly men’s group at the parish. Cody is on the Board for God’s Embrace Ministries, serves on Team for the annual Diocesan Men’s Conference and is currently pursuing a Masters in Theology through The Augustine Institute. He has been very active in his community, having served on the Boards for the Nave Museum and Victoria Symphony. He also served on the Victoria Livestock Show Steer Committee, Our Lady of Victory Advisory Council, and the Victoria County A&M Club. In his spare time, Cody enjoys spending time with his family, hunting, playing the occasional round of golf, and reading books on the lives of the Saints.

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The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

Jason Page

Director of Client Relations

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