Broker Check

Meet Your Team

Regina McCann Hess, CFP®, CDFA®

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

484.588.5432

484.588.5434

reginahess@forgewealth.com

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...

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Joe Hess

Relationship Manager

484.588.5432

484.588.5434

joehess@forgewealth.com

Joseph Hess came to Forge Wealth Management in December 2022, after 30+ years working as a Pharmacist. He helped patients to fully understand and accurately take the medication as was intended by their physician. With a BS in...
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Meghan Jones

Relationship Manager

484.588.5432

484.588.5434

meghanjones@forgewealth.com

Meghan Jones started at Forge Wealth Management in June 2022, transitioning from a previous background in Social Work. She received her B.S. in Psychology from Saint Joseph's University and her Masters in Social Work from the University... 

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

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?


Contact Us Today