Horizon Family Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$278,810,984
Clients
93
Advisors
2
of 2 employees
About
Horizon Family Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and standalone financial planning and consulting. The firm reports $278,813,453 in discretionary assets under management and offers services that include tailored investment portfolios and written financial plans.
The firm describes a fiduciary, client‑focused process that combines fundamental, quantitative, technical and sector analysis to construct diversified portfolios across stocks, bonds, ETFs, mutual funds, options, REITs, MLPs and alternative investments. Horizon may employ third‑party managers and discloses the use of options and other derivatives, as well as exposure to leveraged strategies within certain alternative investments, as part of its investment toolkit.
Noteworthy aspects of the brochure include a founder‑owned, relatively compact advisory operation overseeing substantial AUM for a small team, and a recent policy change limiting client‑imposed investment restrictions in most cases. The firm also emphasizes formal due diligence of third‑party managers and discloses the potential for combined firm and third‑party fees up to 2.50%, details that prospective clients may find important when comparing governance and cost structures with peers.
Client services
Expertise
Fee options
Flat fees from $2,500 to $25,000 for financial planning and consulting
Hourly fees up to $500/hour for financial planning and consulting
Account minimum: $500,000 Minimum fee: Written financial plans generally have a minimum fee of $2,500 Fee-only: Hourly fees up to $500/hour; flat fees ranging from $2,500 to $25,000 for financial planning and consulting
Main office
250 South Wacker Drive, Suite 220
Chicago IL 60606
Advisors at this office
2
Most active in
California · Illinois · Nebraska · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 licenses and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial from 2013 to 2021. Horizon Family Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to construct diversified portfolios across various asset classes and employs a fiduciary, client-focused approach.
Joseph S
Series 63, Series 65
Chicago, IL
Horizon Family Wealth, Inc.
Joseph Shea IV is a financial advisor with Horizon Family Wealth, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and offering 30 years of industry experience. He has worked at Shea Financial Group since 2004 and held roles at Riverpoint Wealth Management Holdings and LPL Financial. Outside of his advisory work, he serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to build diversified portfolios and employs third-party managers as part of its investment approach.
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