Forum Wealth Management, located in Scottsdale, Arizona, is an independent, fee-only financial advisory firm committed to providing objective and customized wealth management services. Founded by Anthony F. Marchesi, CEP®, AIF®, the firm specializes in comprehensive financial planning, investment management, and estate preservation. Forum Wealth Management emphasizes a holistic approach, tailoring strategies to each client’s unique goals and circumstances. The firm is affiliated with LPL Financial, leveraging their resources to offer personalized and unbiased advice. Forum Wealth Management serves clients across various states, including Arizona, California, Colorado, and others. citeturn0search4turn0search7