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Solutions

Have you achieved personal success in your business and professional careers? Do you recognize that personal success does not necessarily ensure your future financial success?

Integrated Wealth Management

Forum Financial Management, LP offers you a wide range of comprehensive wealth management solutions to help meet your financial goals.

Accountants & Attorneys

Are you looking to provide your clients with professional wealth management? We can help.

Publications

Wealth Management in the New EconomyNorm Mindelís latest book, Wealth Management in the New Economy was published in February 2010.