A PERSONALIZED APPROACH to Managing Wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we've worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

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

Kenneth Newberry

Ken

Newberry Director of Operations
Reese Abbadessa

Reese Abbadessa

Chief Operating Officer
Blane Shea

Blane Shea,

CPWA® Managing Director
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.

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