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Advocacy Wealth Management

Plans Based On Your Needs

Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning—rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy Wealth will be compensated. Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you.

Advocacy Wealth Management and Montag & Caldwell Join Forces

The Forge Companies proudly announce their registered investment advisory firm, Advocacy Wealth Management (AWM), has joined forces with Montag & Caldwell (M&C), one of Atlanta's first independent investment advisory firms, to provide premier financial services. [...]

The Forge Companies Announce Strategic Partnership with Attorney Rebecca Blount

The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.

Advocacy Trust Celebrates Major Milestone

Advocacy Trust, LLC Celebrates 10 Years of Excellence in Trust and Fiduciary Services

Full Circle Coverage Announces New Partnership with Golden Bear

Full Circle Coverage Partners with Golden Bear Insurance to Expand E&O Insurance Solutions

The Forge Companies Announce Andy Mayer as New Settlement Consultant

Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services

Full Circle Coverage Included in UGA Bulldog 100

Congratulations to our team at Full Circle Coverage for being named to UGA Bulldog100.

Every Step of the Way

At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges.

Heart of Forge: Atlanta Team Helps the Georgia Center for Child Advocacy

For this Heart of Forge spotlight, we are thrilled to highlight our Atlanta office! Last month, members of our Forge Consulting, Advocacy Trust, and Advocacy Wealth teams spent the morning with Zobida Dat and Jenifer Hossler from the Georgia Center for Child Advocacy (GCCA). Together, they assembled goodie bags for GCCA’s upcoming Trunk or Treat event.

Heart of Forge: Shawn Mitchell Volunteers with the Iredell County Sheriff's Office

We are thrilled to highlight Shawn Mitchell, a Trust Officer on our Advocacy Trust team, for his incredible work with the Iredell County Sheriff's Office during their Youth Outdoor Education Week.

Heart of Forge: Laura Schlesing and her dedication to Gigi's Playhouse of Charlotte

We are thrilled to highlight one of our Trust Officers, Laura Schlesing. Laura is a dedicated board member of Gigi's Playhouse of Charlotte, a remarkable Down Syndrome Achievement Center 100% volunteer-run with just two paid staff members.

Advocacy Wealth Management and Montag & Caldwell Join Forces

Heart of Forge: Charlie Feehan and his incredible volunteer work with Make A Miracle

We proudly highlight the President of Abacus Advisors, Charlie Feehan, for his incredible volunteer work with the non-profit Make A Miracle.

The Forge Companies Announce Hillary B. Cranford as New Senior Financial Consultant

The Forge Companies attracts top talent with the addition of Cranford to the Settlement Planning team

Advocacy Trust Expands Board of Managers

Advocacy Trust Welcomes Industry Veterans to Enhance Client Care Standards - Advocacy Trust (AT) is thrilled to announce the growth and expansion of its Board of Managers with the addition of Mrs. Leslie Coyle, CTFA, CFP®, Mr. Rob Ragsdale, CFP®, AIF, and Mr. Steven Stewart.

IOLTA Accounting Made Easy

With the help of our Forge for Business partner, Abacus Advisor, understanding and managing your IOLTA account doesn't have to be stressful.

A Testimonial From Our Friend Gibson Vance

We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies.

New Year's Insurance Checklist

Start your new year by ensuring you and your family are properly covered in 2024!

Settlement Planning Services for You & Your Clients Made Easy

At The Forge Companies, we pride ourselves in providing a full range of settlement planning, wealth management, trust planning, and business administration services, making all aspects of the settlement process easy for you and your clients.

More Than Just Insurance Coverage

At Full Circle Coverage, we pride ourselves on building personal relationships with clients so that we can best serve them and protect what matters most.

Forge for Business - We Practice the Business of Law

Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.

Why Choose The Forge Companies

At The Forge Companies, we are ready to be your advocate.

Tips to Ensure a Hauntingly Safe Halloween

Halloween is just around the corner, and we're all gearing up for a night of tricks, treats, and spooky surprises. But before you dive headfirst into the festivities, it's crucial to remember that safety should be a top priority.

Mediation Time? The Forge Companies Can Help!

Allow The Forge Companies to be a dependable resource for you and your client right from the beginning and find comfort in the knowledge that we will continue to stand as strong advocates long after the mediation process concludes.

Advocacy Trust Announces Opening of New York Office

AT Expands to New York Offering Top-Tier Trust Services

AWM Insights - A Tale of Fat Tails

AWM's Robbie Wright provides a summary of the first quarter Insights from Advocacy Wealth Management.

AWM Insights - December 2022

Advocacy Wealth Management provides periodic updates and insights into the financial markets.

A Brief Modern History of the Federal Funds Rate & Inflation

From July 1983 to September 2022, the purchasing power of the consumer dollar in the U.S. declined steadily by a total of -66.3%, to a new low.

The Benefits of Deferring Your Attorney Fees

As contingency-based attorneys, you don’t catch a lot of breaks. However, one benefit you do have is the unique option to defer your fees and delay the recognition of taxable income.

AWM Insights - September 2022

Advocacy Wealth Management provides periodic updates and insights into the financial markets.

2022 AAJ Annual Convention

The Forge Companies' Spooner Phillips and Tracee Wagner are in Seattle for the 2022 AAJ Annual Convention.

Welcome to Sword & Shield

We look forward to telling you all about o...

Advocacy Wealth Management

Call us today at 800-633-2967 to learn more about what Advocacy Wealth Management can do for you.

DISCLAIMER | TERMS OF USE | PRIVACY POLICY | ACCESSIBILITY | CAREERS

THE FORGE COMPANIES

This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.

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 and are registered trademarks of Forge Consulting LLC. is a registered trademark of Advocacy Wealth Management, LLC. , FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.

All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.

International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.

Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.

High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.

Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.

Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.