Dakota
Dakota
Book a Demo
Talk to an Expert

Horizon Family Wealth

EST. AUM
$278,813,453

CONTACTS
1

CLIENT ACCOUNTS
418

Firm Details

Metro area Chicago
CRD Number 315484
Website horizonfamilywealth.com
Client types

Overview

Horizon Family Wealth is a boutique wealth management firm dedicated to serving affluent individuals, families, and business owners with a highly personalized approach. Specializing in comprehensive financial planning and investment management, Horizon focuses on aligning clients' financial strategies with their long-term goals and values. The firm emphasizes holistic wealth planning, addressing investments, estate strategies, and tax-efficient solutions. With a commitment to transparency and trust, Horizon Family Wealth serves as a steadfast partner in helping clients navigate life’s financial complexities and achieve multigenerational wealth preservation. Their mission is to deliver tailored advice and lasting results through exceptional service and deep financial expertise.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy