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Client Access

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As your advocate, we offer your clients access to trust experts who provide an unmatched level of trust service in an efficient and professional manner. We avoid conflict with your respective services, as we do not seek to interfere with your client relationship and your existing support model. Instead, 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

Government Benefits

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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