About Forge Wealth Management

We work with successful families to build and protect their wealth.  Our priority is to help families maintain their lifestyles through all life events - especially divorce or death of a loved one.  We help our clients plan, preserve, deploy and diversify their wealth effectively by identifying strategies and managers that we believe can help achieve their personal financial goals.  We utilize in-depth planning to guide us on our journey together, while building a long-term relationship with your entire family using a multi-generational approach.

Women face unique challenges when it comes to managing finances.

Society tells us we should be caregivers who put everyone in our families before ourselves, including financially. Data shows women tend to live longer than men, meaning we need more money during retirement, but we tend to earn and save less because of our role in child rearing as well as caring for older family members. As a result, many women feel overwhelmed by financial planning and avoid the conversation altogether.

Super Woman Wealth is a guide to empower professional women to take an active role in their finances. It addresses women’s unique relationship with money and offers practical advice on becoming more comfortable with financial planning and management.

Superwoman Wealth

Founder’s Message

Our Team

Where do you want your Financial Roadmap to take you?

We strive to create a personalized financial roadmap that may guide you toward your desired destination.  We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies.  In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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