Matterhorn Private Wealth

Matterhorn Private Wealth

Financial-Services

Rochester, New York
United States
Company Tagline

Your partner in life planning. Because your future matters.

Industry Category
Financial-Services
Company Description

Matterhorn Private Wealth is a premier financial services firm dedicated to providing comprehensive wealth management and life planning solutions. Located at 70 Linden Oaks, Third Floor, Rochester, New York 14625, US, Matterhorn Private Wealth focuses on creating personalized strategies to help clients achieve their financial goals and secure their future. With a commitment to excellence, Matterhorn Private Wealth offers a range of services including investment management, estate planning, and financial planning, all tailored to meet the unique needs of each client.

Matterhorn Private Wealth stands out through its dedication to building long-term relationships and providing exceptional service. The firm's approach emphasizes a deep understanding of each client's aspirations, enabling them to develop robust financial plans that adapt to changing circumstances. By integrating various aspects of financial well-being, Matterhorn Private Wealth ensures a holistic and strategic approach to wealth management.

At Matterhorn Private Wealth, the mission is to empower clients to make informed decisions and achieve financial independence. The firm is committed to upholding the highest standards of integrity and professionalism, ensuring that clients receive unbiased advice and personalized attention. We invite the management team at Matterhorn Private Wealth to create a customized and exclusive company showcase and product listing on our platform, to further enhance your reach and connect with a wider audience.

Key Personnel / Employees
James Robert Horn CEPA CRPC CBDA

Compare Companies Side by Side

Compare Matterhorn Private Wealth with 3 companies in Financial-Services

4 Companies
Comparison Field
Matterhorn Private Wealth
Matterhorn Private Wealth
Main Company
Connecticut Wealth Management, LLC
Connecticut Wealth M...
View Profile
Forbes Wealth Management Ltd.
Forbes Wealth Manage...
View Profile
ARS Wealth Advisors
ARS Wealth Advisors
View Profile
Founded Year
2010 1987 1997
Company Size
51-200 2-10 11-50
City
Rochester, New York Farmington, Connecticut Carberry, Manitoba St Petersburg, Florida
Country
United States United States United States
Skills & Keywords Comparing with main company
7 Total Skills
Wealth Management Financial Planning Investment Management Estate Planning Financial Services Life Planning Retirement Planning
8 Total 8 Unique
Unique Skills:
Asset Management Business Owner Planning Business Succession Planning Charitable Gift Planning Executive Benefits Exit Planning +2
6 Total 1 Common 5 Unique
Match 14%
Common Skills:
Retirement Planning
Unique Skills:
Business Structuring Corporate Structuring Farm Succession Financial Advising Insurance Planning
5 Total 1 Common 4 Unique
Match 14%
Common Skills:
Retirement Planning
Unique Skills:
Cash Flow Planning Client Focused Approach to Investing Tax Consulting Tax Preparation
4
Total Companies
1987
Oldest Founded
1
Countries
24
Unique Skills

Similar Companies

Other organizations in the same industry

Meru
Financial-Services

Stablecoin banking for the world

Carrington Wealth Management
Financial-Services

An award-winning service led Wealth Management company, here to help you plan better for your future...

Stonehouse Capital
Financial-Services

Serving Success Together

Jurgens Group
Financial-Services

Attitude drives performance. We're in this together.

Alternative Company Names

This company is also known as

Matterhorn Private Wealth 马特洪峰私人财富 मैटरहॉर्न प्राइवेट वेल्थ شركة ماترهورن للثروات الخاصة Маттерхорн Прайвет Велс