About Us

We go way beyond
investment management.

What makes us different?

There are thousands of financial planners and wealth managers who would be more than happy to design a portfolio or manage some investments for you. Why would you choose Matterhorn Private Wealth?

Because we’re different. Very different.

In many ways, your finances determine how you live your life. It’s just a fact. With this fact in mind, we’re not just focused on helping you grow your wealth, manage a portfolio, or leave a legacy, we’re focused on helping you meticulously plan for all aspects of your life. Whether you want to retire early, exit a business, buy a second home, or travel the world, we’re here to help you plan strategically so you can live the life you want.

Focused on Taxes

Far too many investment and wealth managers focus solely on growing wealth. At Matterhorn Private Wealth, we understand that tax strategies are an equally important part of your comprehensive life and financial plan, so we carefully consider the tax implications by reviewing every client's tax return and by then modeling prudent tax planning strategies throughout the financial planning process, thus personalizing each client's unique tax situation.

Dedicated to Client Satisfaction

Wealth managers and financial planners typically don’t talk about client satisfaction because it can be difficult to measure. At Matterhorn Private Wealth, we talk about client satisfaction because that’s why we’re here: To satisfy our clients. It’s that simple.

Committed to Caring

Here, you’ll never be just an account number, a statement, or an annual meeting. At Matterhorn Private Wealth, we take the time to get to know you personally. We engage you, listen to your stories, and genuinely understand what matters most to you. We believe this is the only way we can get it right. As in, being fully committed and connected to you allows us to empower you to make financial decisions with confidence and live the life you want.

Ready to talk

Reach out any time with any questions. That’s our mantra and we take it very seriously and hope to be your first call when trouble presents itself or when you have an opportunity, concern, or question. We consider ourselves your long-term financial partner, and our mission is to guide you every step of the way. Obviously, along this journey, you’ll have questions. Circumstances will change. Goals will change. You might just want to chat. When you do, we’ll be here.

Jim Horn, CRPC^®

Founder | Wealth Manager

(716) 427-6573

jhorn@matterhornpw.com

As the Founder of Matterhorn Private Wealth, Jim Horn has a proven track record of empowering high-net-worth individuals and business owners to grow, protect, and pass on their wealth. With a deep focus on tax-efficient strategies ...

Amy Wiseman

Client Service Associate

205-397-2450

awiseman@rfgadvisory.com

Brendan Frazier

Chief Behavioral Officer

Gibson Bosworth

Creative Director

Jordan Hutchison

Vice President of Technology and Operations

Rick Wedell

Chief Investment Officer

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio ...

Shane Weaver

Senior Director of Operations

With two locations to serve you.

Rochester

70 Linden Oaks, Third Floor
Rochester, NY 14625

Getzville

2350 North Forest Road, Suite 12A
Getzville, NY 14068

We’re powered by RFG Advisory.

RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind-the-scenes work so we can spend time doing what we love – serving you, our clients.

Learn More About RFG

What services does Matterhorn Private Wealth provide?

We provide comprehensive wealth management, including investment management, financial planning, retirement strategy, and ongoing portfolio oversight. Our approach integrates planning and investment strategy so your financial decisions remain aligned with your long-term goals.

Do you act as a fiduciary?

Yes. We act as a fiduciary at all times, meaning we are legally and ethically obligated to act in your best interest. Our advice is centered on transparency, objectivity, and long-term alignment with your goals.

What is your investment philosophy?

Our investment philosophy is grounded in discipline, diversification, and long-term strategy. We focus on building thoughtfully constructed portfolios designed to manage risk and support steady progress rather than reacting to short-term market noise.

Who do you typically work with?

We work with individuals and families seeking a long-term advisory relationship. Our clients value structured planning, disciplined investment management, and ongoing guidance through life’s financial decisions.

How does your financial planning process work?

Our process begins with understanding your goals, financial situation, and priorities. From there, we develop a comprehensive strategy that integrates investments, retirement planning, tax considerations, and legacy objectives. We then provide ongoing monitoring and adjustments as your needs evolve.

How are you compensated?

We are compensated through a transparent advisory fee, typically based on assets under management. This structure aligns our success with yours and avoids commission-based conflicts.

How often will we meet?

We maintain ongoing relationships with regular review meetings and proactive communication. We are also available as life changes occur to ensure your plan remains aligned with your goals.

How do I get started?

Getting started begins with a conversation. We’ll discuss your financial goals, answer your questions, and determine whether we are a good fit to work together long term.