Advocacy Wealth Management

Advocacy Wealth creates predictable solutions unique to each client. Our analysis results in plans that are customized and based on your needs—not on a choice of pie charts. We provide you an alternative to retail trust and investment products. Let the teams at Advocacy Wealth help you get started today.

 

Advocacy Wealth Management

 

Advocacy Trust Solutions

800-633-AWMS (2967)

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Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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