Team profile

Personalized financial and investment strategies

 Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? We’re happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investments
  • Employee Stock Options
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Awards & recognition

  • Minkoff Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Courtney E Horn, AdvisorHub Women Advisors to Watch, 2022
  • Courtney E Horn, Forbes Best-in-State Women Wealth Advisors, 2022
  • Courtney E Horn, Forbes Best-in-State Wealth Advisors, 2022
  • Courtney E Horn, Working Mother Top Wealth Advisor Moms, 2019, 2021
  • Steven M Minkoff, Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Steven M Minkoff, Ameriprise Chairman's Advisory Council, 2004-2021
  • Steven M Minkoff, Ameriprise Circle of Success Diamond Ring, 2013
  • Steven M Minkoff, Five Star Wealth Manager, 2014-2022
  • Steven M Minkoff, Ameriprise Ultimate Digital Excellence Award, 2021-2022

Community participation

Our team is passionate about engaging with our community by working with and/or donating to:

  • San Francisco Chamber of Commerce
  • City Youth Now (CYN)
  • Contra Costa Humane Society
  • Project Open Hand
  • Marin Charitable
  • Cancer in the Family Relief Fund
  • Children’s Council of San Francisco