Arlington Wealth

Let's Build Your Legacy.

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.

AN INTEGRATED APPROACH TO ELITE WEALTH MANAGEMENT

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.

The AWM Team

Our expert team members

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Joseph LoPresti

Founder and CEO
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John T. Hollahan

Chief Compliance Officer
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Ronald A. Rago

Lead Advisor
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Amanda Konder

Client Success Manager
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Marissa LoPresti

Financial Analyst and Operations Manager
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Dan Ogrodny

Financial Analyst

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Joseph F. LoPresti

Founder and CEO

As the founder of Arlington Wealth Management, Joe is instrumental in driving the firm’s initiatives to ensure that it does all it can to help successful real estate investors achieve their most important goals. His career, spanning more than 35 years, focuses on a consultative wealth management process designed to help improve the wealth and happiness of our clients and their families.

John T. Hollahan

Chief Compliance Officer

John is a Senior Portfolio Manager, responsible for investment research, portfolio management and client service. He joined the firm in 2011, when he began his second career after leaving a large public utility where he served in a variety of senior Information Technology roles. John also is an instructor with the Investor Education Institute, leveraging his prior teaching experience and contributing to the continual dynamic content available through the Institute. John earned his BA in Information Systems and Computer Programming from Purdue University and his MBA from the University of Chicago. John holds the Series 65 Investment Advisory Representative license.

Ron A. Rago

Lead Advisor

Ron has been involved in the financial services industry for the past fifteen years and is one of our Lead Advisors. Ron’s experience includes a number of senior management positions with CNA Financial during the earlier part of his career. After leaving CNA, Ron found great satisfaction as a financial advisor helping families of college-bound students develop strategies to pay for college without jeopardizing their retirement. His passion for working with people and desire to help grow their wealth while also helping to minimize downside risk attracted him to AWM in 2015. Ron earned BA and MBA degrees from DePaul University and holds the Series 65 Investment Advisory Representative License.

Amanda Konder

Client Success Manager

Amanda Konder is the Client Success Manager for our senior management team. Possessing over 22 years of financial industry experience with firms including Merrill Lynch Wealth Management and a private commodities trading firm, she is primarily responsible for ensuring that our Wealth Management Group receives the best in service. Amanda is a true professional who brings her passion for the industry and a strong operational background to Arlington Wealth Management. Amanda lives in the Chicagoland suburbs with her husband and 3 children, she loves to exercise, is an avid scuba diver, and enjoys traveling.

Marissa LoPresti

Financial Analyst and Operations Manager

Marissa graduated from Loyola University in Chicago with a BS in Finance and Economics. She previously spent time in Geneva, Switzerland where she interned for the Diplo Foundation as a correspondent for the United Nations. Marissa originally joined the family business as an intern and was brought onto the AWM team full time as a Financial Analyst in 2018.

Dan Ogrodny

Financial Analyst

Daniel Ogrodny joined AWM in 2020, assisting our senior management team as a research analyst. Dan has always had a passion for helping and working with people, as well as a strong interest in investing. This is what drove him to pursue a bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign. On campus, he was involved in the Financial Planning Club, in which he participated in many different events and competitions. Dan is excited to be back at AWM, as he interned for our team during the summer of 2019.