Advocacy Wealth Management was founded in 2007. The principals saw a need for wealth management solutions focused on liquidity and predictable cash flows. Our custom-designed plans incorporate an evaluation of all suitable financial instruments to meet your unique needs, including an evaluation of tax-free or tax-deferred structured settlements and traditional annuities as an asset class or tax planning tool. Advocacy was established to work nationally with estate planning, elder law and trial attorneys, trustees, settlement planners, business owners, law firms, plaintiffs and individuals who need more than just basic planning.
Yes, Advocacy Will Work for You
Advocacy does not set a minimum investment threshold and will work with clients on nearly any size of account to help build a plan of long-term security, conservative management, needed liquidity, and—most importantly—predictability.
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.
The sword and shield are registered trademarks of Forge Consulting LLC.