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As your advocate, we do not offer investment management services, so there is no conflict with the support provided by our trust experts. As such, we view asset management and trust administration to be separate functions. Because we are focused solely on providing excellent trust services, we work with outside investment advisors who are focused on providing premier investment management advice to our underlying client. In addition, our independent role as a managed trust solution creates a complementary support relationship for your client, as well as an expanded level of account retention and customer loyalty for you.

Trust Planning

Money Management

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Annuity Planning

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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