A PERSONALIZED APPROACH to Managing Wealth

Comprehensive wealth management begins with strong relationships. We work closely with you and your trusted advisors, including attorneys and accountants, to understand what matters most. With that foundation, we help develop thoughtful, long-term strategies that reflect your life today and the legacy you hope to build.

We live in an era of rapid and continuous change. Innovation, technology, human drive, and entrepreneurship continue to reshape the world around us, and family wealth planning must evolve alongside it. You will have a team that knows you, listens to you, and stays engaged, offering insight and support as your goals and life continue to evolve.

Unique solutions for business owners and entrepreneurs.
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Sophisticated expertise in planning for today and future generations
Read More
Niches
Helping physicians address their unique needs
Read More
Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Reese Abbadessa

Reese

Abbadessa Chief Operating Officer
charlie morris

Charlie

Morris Research Associate
Blane Shea

Blane Shea,

CPWA® Managing Director
Erica Rubin

Erica

Rubin Operations Manager
Andrew Hamelin

Andrew

Hamelin Strategic Partner
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham
Sophisticated wealth management
Always here for you

Horizon Family Wealth, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Horizon Family Wealth, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Horizon Family Wealth, Inc. unless a client service agreement is in place.

CRS Form // ADV 2A