Arlington Heights, IL Office
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Arlington Wealth Management
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Firm-wide stats for Arlington Wealth Management
About
Arlington Wealth Management provides wealth management and ongoing discretionary investment management primarily to individual clients, including high‑net‑worth households, and also accepts trusts, retirement plans, and other entities; the firm manages about $236 million for roughly 224 clients through a three‑advisor team. Services described in the Brochure include tailored wealth planning, investment management across model portfolios, consulting, and lifetime retirement income planning delivered under written advisory agreements.
Arlington’s investment approach combines quantitative models with qualitative research through a proprietary management system that maps clients into one of five risk‑type model portfolios and employs strategies such as Proactive Asset Allocation, a broadly diversified Core Strategy, Defined‑Outcome (Buffered) ETFs, and a Proactive Faith‑Based strategy; the firm also uses sub‑advisors for some mandates and may recommend private placements. Risk management tools called out in the Brochure include holding cash equivalents and, at times, short or inverse funds, and the firm monitors and rebalances model portfolios regularly while offering periodic client progress and planning meetings.
What is noteworthy about Arlington relative to many peers is its operational links to an educational affiliate: the Brochure discloses an affiliation with the Investor Education Institute, which supplies publications, investment models (PAAM), and personnel, suggesting an uncommon integration of educational publishing and advisory services that can support client outreach. The Brochure also discloses a prior SEC enforcement matter concerning past advertising of back‑tested performance and describes remedial steps (revising advertising policies, appointing a new chief compliance officer, and retaining a compliance consultant), a disclosure event that is uncommon among similar firms.
Based on Arlington Wealth Management
Expertise
Based on Arlington Wealth Management
Demographic focus
Based on Arlington Wealth Management
Location
21 S. Evergreen Avenue, Suite 100
Arlington Heights IL 60005-7800
Advisors at this office
3
Advisors at this office
Joseph L
Series 63, Series 65
Arlington Heights, IL
Arlington Wealth Management
Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.
John H
Series 65
Arlington Heights, IL
Arlington Wealth Management
John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines quantitative and qualitative investment strategies across multiple risk-based model portfolios.
Gerald H
Series 66
Arlington Heights, IL
Arlington Wealth Management
Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.
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