Horizon Family Wealth, Inc.

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Client assets under management

$278,810,984

Clients

69% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$2,997,968

About

Horizon Family Wealth provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm offers comprehensive portfolio management—including the use of third‑party managers—and standalone financial planning and consulting, and reports $278.8 million in discretionary assets under management.

Horizon’s process is client‑driven: advisors meet with clients to document financial situation, goals, and risk tolerance, then implement and monitor individualized portfolios with periodic rebalancing; written financial plans are typically delivered within six months. The firm uses a blend of fundamental, quantitative, technical, and sector analysis and constructs allocations across cash, equities, fixed income, alternatives and derivative instruments, including options, and may utilize third‑party managers for implementation.

Compared with many supported peers, Horizon manages a relatively large asset base with a small advisory staff and explicitly contemplates the use of derivatives and leveraged alternative strategies within client portfolios, which is less common among similar firms. The firm also generally does not allow client‑imposed investment restrictions in its comprehensive management and routinely recommends Raymond James as custodian, disclosing the services and potential conflicts associated with that relationship.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing

Fee options

Fixed

Flat fees for financial planning range from $2,500 to $25,000

Project-based

Maximum hourly fee charged will not exceed $500

Other

Account minimum: $500,000 Minimum fee: Financial planning minimum fee of $2,500 Fee-only: Financial planning and consulting charged on hourly or flat fee basis; maximum hourly fee up to $500; flat fees range from $2,500 to $25,000

Main office location

Horizon Family Wealth, Inc.

250 South Wacker Drive, Suite 220

Chicago IL 60606, United States

Number of offices

Most active in

California · Illinois · Nebraska · Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 312-442-9192

Advisors at this firm

Charles M

Series 65

Chicago, IL

Horizon Family Wealth, Inc.

Charles Morris is a Series 65-licensed financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with experience spanning several roles including prior work at 34 Maine and involvement with various yacht clubs and a sailing team. He has been with Horizon Family Wealth since 2025. Horizon Family Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and business entities, managing $278.8 million in discretionary assets. The firm employs a client-driven process combining fundamental, quantitative, technical, and sector analysis to construct diversified portfolios, including the use of derivatives and third-party managers.

Options & derivatives strategies Private / alternative investments Real estate investing

Sharese A

Series 63, Series 65

Chicago, IL

Horizon Family Wealth, Inc.

Sharese Abbadessa is a financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial LLC. Horizon Family Wealth serves individuals, trusts, estates, and business entities by providing comprehensive portfolio management and standalone financial planning. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and uses discretionary management alongside third-party managers to implement diversified client portfolios.

Options & derivatives strategies Private / alternative investments Real estate investing

Joseph S

Series 63, Series 65

Chicago, IL

Horizon Family Wealth, Inc.

Joseph Shea IV is a financial advisor at Horizon Family Wealth, Inc. based in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riverpoint Wealth Management Holdings LLC and LPL Financial LLC. Shea serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth advises individuals, trusts, estates, and business entities, offering portfolio management and financial planning services. The firm employs a multi-faceted investment approach incorporating fundamental, technical, quantitative, sector, and qualitative analysis, and manages approximately $280 million in assets.

Options & derivatives strategies Private / alternative investments Real estate investing

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