Arlington Wealth Management is your partner to build and navigate the path to a meaningful and fulfilling life. We work with you to optimize your most important business—the management of your wealth—freeing up your time, so you can focus on what matters most to you.
Headquartered in the Northwest Chicago suburb of Arlington Heights, Illinois, Arlington Wealth Management (AWM) is an intimate-sized company with carefully selected staff and a select client base. AWM strives to deliver exceptional value and client experiences by keeping the company size manageable.
AWM is committed to your unique needs, providing proactive investment management and custom advanced planning solutions designed to deliver your ideal financial world. We do not sell products, earn commissions or provide canned, unimaginative services. AWM chooses to work with a select and limited client group in situations where we believe we can significantly impact their lives. AWM believes the strength of client relationships improves by taking the time to understand what’s important to you and then developing actionable plans and strategies designed to help you achieve your most important goals.
Joseph LoPresti founded the wealth management firm in 2000 and remains the President and Chief Executive Officer today. Joe is an industry veteran, gaining vast knowledge and expertise throughout his 36-year career. The AWM team leverages his extensive expertise to guide the firm’s client group.
The CEO’s career path led to the framework for developing AWM’s proprietary investment methodology by adding creative improvements to existing methods and adapting them to new contexts. Joe shares many of his early findings in his book entitled Empowered Investing: Strategies for Proactive Investors, and many years, Joe hosted a radio program where he shared his knowledge and methods with a larger audience.
In an industry where we have found that many wealth management firms prioritize a bigger-is-better mission, AWM confidently prioritizes quality over quantity. Our talented team shares common values and vision, demonstrating the daily drive with the aim to cultivate meaningful and long-lasting client relationships. The amount of time and energy the AWM staff invests into each client is a competitive advantage over those competitors that appear to focus more aggressively on expanding their client base.
Arlington Wealth Management finds the top concern among their client group is wealth preservation. AWM provides clients with an investment policy that prioritizes active risk management, further differentiating AWM from other passive asset management firms. AWM developed a proactive model using market and economic data designed to identify market trends and potential turning points. The model provides a layer of active risk management over its various investment strategies. The strategies target a wide range of objectives, from providing reliable cash flow designed to support your lifestyle to wealth creation through high-growth investments in exponential technologies and disruptive industries.
The Arlington Wealth Management process tailors client solutions with guidance beyond investing. The customized advance plans include tax mitigation, lifetime cash flow planning, wealth transfer, and asset protection. For clients with strong charitable intent, we provide advice and guidance on methods to magnify their philanthropy.
AWM works toward striking a balance between preserving its core values and stimulating progress, staying true to its vision while adapting to a dynamic industry and evolving global market. AWM believes this delicate balance is key to long-term success in the wealth management industry.
The AWM team advises and supports clients who worked long and hard building a nest egg. AWM offers a knowledgeable and experienced wealth management firm to help you make intelligent decisions and guide you toward your life goals. AWM is about interjecting a vital human element into the world of wealth management where it may have been lacking before.
The company’s leadership designed AWM to be your partner in helping you achieve your essential life goals and navigating the path to a meaningful and fulfilling life.
With a complimentary discovery process including a stress test of your assets, what are you waiting for? Contact us to jumpstart your financial success.