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, Jim’s comprehensive approach helps clients minimize liabilities, preserve wealth, and craft legacies they can be proud of. Beyond building portfolios, Jim’s emphasis on strategic tax planning aims to help clients minimize tax burdens. Jim’s philosophy centers on building meaningful, long-term relationships with his clients. He’s not just a financial advisor; he’s a partner in helping clients achieve their life goals while navigating complex financial landscapes.

Jim earned a Bachelor of Science in Management and Psychology from Saint John Fisher University, equipping him with a unique blend of analytical expertise and an understanding of human behavior that helps him connect deeply with his clients' financial and personal aspirations.  Jim’s extensive career includes senior roles at top-tier firms such as Edelman Financial Engines, where he guided clients through strategic planning as Director of Financial Planning. He also worked as a Wealth Manager at TIAA-CREF, a Financial Consultant at M&T Securities, and a Financial Representative at Northwestern Mutual.

"As the Founder and President of The Greater Rochester Network, Jim demonstrated his commitment to fostering professional growth and community collaboration, a value he brings to his client relationships."

Ready to build a tax-smart financial future? Contact Jim to explore how his tailored strategies can help you achieve your wealth and legacy goals.

“I offer my clients comprehensive planning and for me, there’s always an emphasis on tax planning. I take the time to dive in — where some others say they will, but don’t always put the time in - I do — to the tax planning aspect for high-net-worth individuals and business owners to create comprehensive tax strategies aiming to help them save on their taxes."