Wealth Management

Advocacy Wealth Management was founded in 2007. The principals saw a need for financial plans focused on liquidity, cash flows, and capital preservation. Our custom-designed plans incorporate an evaluation of all suitable financial instruments to meet your unique needs. Beyond traditional wealth management, our planning includes an evaluation of tax-free or tax-deferred structured settlements, traditional annuities as an asset class, and both 529 plans and ABLE accounts. Advocacy Wealth works 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.

Advocacy Wealth has spent 15 years developing a team of well-equipped, empathetic, and thoughtful financial professionals who specialize in working with individuals and families who are trying to recover from a crisis and continue with their lives as close to normal as possible.

Yes, Advocacy Wealth Will Work for You

Advocacy Wealth 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, investment management tailored to your needs, and liquidity on demand—all within a capital preservation ecosystem.

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.