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We offer you everything
you need, all in one place.

Let’s build a plan for your life.

It all starts with a conversation – thirty minutes of your time to determine if we’re a good fit and if we want to build a relationship, work together, and create a comprehensive life plan for you. Reach out today.

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Our Services

Financial Planning

We provide comprehensive planning that connects your investments to your broader financial life. From retirement projections to tax-aware strategies, we help you make informed decisions with clarity and confidence.

Retirement & Tax Planning

Whether you are preparing for retirement or optimizing an existing plan, we build strategies that support income sustainability, legacy planning, and long-term financial independence.

Investment Management

We design and manage diversified portfolios aligned with your goals, risk tolerance, and time horizon. Our approach emphasizes discipline, long-term strategy, and ongoing oversight to help you stay focused through changing markets.

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Get in Touch

Call or Text (716) 427-6573

Email jhorn@matterhornpw.com

Locations

Rochester Office: 70 Linden Oaks, Third Floor
Rochester, NY 14625

Buffalo Office: 2350 North Forest Rd. Suite 12A
Getzville, NY 14068

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Let’s Plan With Purpose

Your financial life deserves thoughtful strategy and trusted guidance. Reach out to start a conversation about building a plan aligned with what matters most to you.