Team

Regina McCann Hess, CFP®, CDFA®

President, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ & Certified Divorce Financial Analyst®

484.588.5432

484.588.5434

Regina McCann Hess has dedicated her career to helping people put the full power of their financial resources and life experiences to work toward pursuing their personal vision of a successful future. With more than two decades of...

Maria Taphorn

Client Services Associate & Pennsylvania Notary Public

484.588.5432

484.588.5434

[email protected]

Maria Taphorn has been Regina’s assistant since Forge Wealth Management was founded in July 2015, but their journey together began more than a decade ago. Maria was formerly a full-time nanny for Regina’s three children for...

Jenna M. Lee

Marketing Intern

484.588.5432

484.588.5434

[email protected]

Jenna Lee is a senior at the University of Delaware studying Communication and Spanish with minors in Advertising and Journalism. While interning at Forge Wealth Management, Jenna plans to thoughtfully apply her marketing knowledge and...

At Forge Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Financial aspects of divorce

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.