About Us
About Topel Forman Wealth Management
Our Integrated Wealth Management Approach
We ensure clients have personalized financial care for all aspects of their financial life— together.
At our wealth management firm, we combine deep financial experience with a personalized approach to help clients achieve long-term success. Our integrated strategy ensures every aspect of your financial life works together seamlessly.
Personalized Financial Care
We believe true wealth management goes beyond investments. Our team provides comprehensive financial planning tailored to your unique goals—covering tax strategies, retirement planning, estate planning, and more.
Collaborative, Client-Centric Focus
Your financial journey is a partnership between you and your advisors. At Topel Forman Wealth Management, your CPA, financial advisor, and you sit at the same table working collaboratively toward your financial objectives. This unified approach ensures clarity and confidence in every decision.
Building Strategies Around Your Goals
Our relationship begins with a thorough understanding of your financial life. We develop customized wealth management strategies designed to help you accumulate and preserve wealth—so you can live the life you envision.
True Wealth Management
It’s not about how much you earn today—it’s about how much you accumulate over time. Our mission is to help you achieve financial independence and security through proactive planning and disciplined strategies.
Why Choose Topel Forman Wealth Management
- Fiduciary advisors committed to your best interests.
- Integrated tax & financial planning for holistic solutions
- Local experienced advisors serving clients in Chicago, Denver, Indianapolis, and across the United States
Our Guiding Principles
At the core of everything we do it a commitment to helping you navigtate your financial journey with clarity, confidence, and purpose. Our values shape how we work for you.
How We Serve Our Clients
Years of experience have prepared us to guide you through your life transitions.
OUR SERVICES
Portfolio Consulting
We employ a comprehensive and tax-smart approach aiming to maximize your returns while minimizing your tax burden.
Retirement Planning For Businesses
Create a roadmap and actionable plans to help you pursue your long-term financial goals.
Personalized Financial Planning
We'll develop a comprehensive financial strategy and plan tailored to your unique goals.
Risk Management
Our risk management strategies aim to help you identify and mitigate potential risks that could impact your financial well-being.
Topel Forman | Certified Public Accountants
Our collaborative approach is built on a foundation of holistic application of financial principles and thorough collaboration.