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Our Services

At Forge Wealth Management, the only product we’re selling is our advice about your financial affairs. 

Much like the lantern, we are dedicated to guiding you on your financial journey, providing a full range of investment and planning services along the way.  Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing questions.

Our first priority is you.  At Forge Wealth, it’s not about your assets—it’s about your life.  In order to create your personalized financial roadmap, we need to identify what purpose your money serves.  We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.  Long-term relationships that encourage open and honest communication have been the cornerstone of Forge Wealth Management.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or plans. We'll get back to you quickly with a thoughtful answer.

Our comprehensive financial plans include:

  • Statement of your objectives
  • Net worth analysis
  • Illustration of your current and our recommended asset allocation
  • Retirement savings and income analysis
  • Specific investment recommendations
  • Insurance planning (life, long-term care, liability)
  • Medicare Consultation
  • Estate planning observations and recommendations
  • Provide financial analysis of divorce process 
  • Clear and complete disclosure of all fees associated with becoming a client of Forge Wealth Management

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