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Welcome
At Forum Wealth Management, we set ourselves apart in the financial services industry, as being an independent wealth management firm.  We pride ourselves on the ability to provide objective, independent, customized advice to each of our clients.  It is our highest goal to always place the needs of our clients at the forefront of everything we do.

We have designed this website to be a great source of timely information, as well as to give you a comprehensive view of our philosophy and wealth management approach.  We encourage you to browse our site to learn more about how Forum Wealth Management can partner with you and help you strategize to pursue your goals.
 
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  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, IL, KS, MD, MA, MI, MN, NV, NJ, OH, PA, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.