Arvin Weindruch provides his clients with integrated accounting, investment and wealth management services. At the outset of his career, Arvin founded his own CPA firm. The firm steadily grew from referrals, but Arvin wanted to be able to take a wider view of each client’s financial situation and added investments and wealth management to his practice.
Arvin specializes in the integration of tax and estate planning with diverse investment strategies. He provides his clients with a personalized, solid, actionable financial plan based on their specific needs, with the goal of maximizing after-tax returns and managing risk. He enjoys the challenge of listening to and understanding each client’s goals, risk tolerance and income needs, and takes great pride in helping to achieve them. He endeavors to build strong personal relationships with his clients and continues to build his business by referral.
Arvin holds a bachelor’s degree from Loyola University Chicago. He is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants.
FORUM ARTICLES & INSIGHTS
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.