How We Offer Wealth Services
We offer wealth services through Forum Financial Management, LP, a registered investment advisor.
Forum provides fee-based wealth management and financial planning services for a wide variety of clients.
We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions.
Our goal is to help our clients build, manage, and preserve their wealth with a sustainable strategy linked directly to their risk tolerance, stage in life, and personal financial goals.
We believe that a wise approach is to hire an advisor based on trust, confidence, integrity, and experience.
Financial Services Include:
Brokerage & Trading
IRAs & Rollovers
Trust & Fiduciary Services
John W. Vires, CFA®, CFP®
The Value of Working With Us
Our advisors counsel clients to take a long-term approach to their financial goals and avoid making short-sighted moves based on current market conditions. Our firm gets to know your goals and risk tolerance levels so we can help you achieve these goals.
We add value by properly using asset location strategies. Placing less-tax-advantaged asset classes in tax-deferred accounts and tax-efficient asset classes in taxable accounts definitely adds value. We manage your overall allocation strategy by employing these asset location strategies.
*Investment management is offered through Forum Financial Management, LP, registered as an investment advisor with the Securities and Exchange Commission. The home office is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148.
Before making an investment decision, please contact our office at 630.873.8520 to receive a copy of Forum’s Advisory Agreement and Form ADV Part 2A, which includes Forum’s fee schedule. This information is intended to serve as a basis for further discussion with your professional advisors. Although great effort has been taken to provide accurate numbers and explanations, this information should not be relied upon for making investment decisions, www.forumfin.com