Website Disclaimer


The information provided or available for download on this website is provided for general information and educational purposes only, and is not intended to be, does not constitute, and should not be relied upon as, legal, accounting, tax, investment, or other professional advice or services. Because every situation is unique and fact-specific, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.


Advocacy Wealth Management does not provide legal advice or legal services, and our services cannot and should not be relied upon as legal advice or legal services. If you engage us, we will work with your attorneys and tax advisors to recommend the optimal settlement plan to help you achieve your financial and other settlement related goals.


In order to comply with Treasury Circular 230, we must inform you that if any information contained within this website is determined to be U.S. federal tax advice, such information is not intended or written to be used and cannot be used for the purpose of (i) avoiding tax penalties, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.


Your use of this website is governed by our Terms and Conditions of Use available at this link. Our Terms and Conditions of Use webpage contains other important information and disclaimers which you should review related to this website, its contents, and the products and services advertised throughout its webpages.


We may update, modify, add, or delete the disclaimers included in this Website Disclaimer at any time. Therefore, we encourage you to visit this Website Disclaimer on an ongoing basis to learn of any changes.


If you have any questions or concerns about this Website Disclaimer, please contact us by calling 800-633-AWMS (800-633-2967) or by email at

Connect with us

800-633-AWMS (2967)

Website Disclaimer  |  Terms of Use  |  Privacy Policy


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.

Forge Consulting LLC logo
Advocacy Wealth Management logo
Advocacy Trust

The sword and shield are registered trademarks of Forge Consulting LLC.