Whom We Serve
Pharmaceutical Executives
Over one-third of our clients work in healthcare, many of which have been with us since the very beginning. As a former healthcare professional, I understand the specific financial needs for the industry; particularly when analyzing your unique compensation plan, including: stock options, restricted stock units and performance stock units.
Retirement/Financial Planning
You’ve worked your entire life to spend your later years carefree. You deserve to live the lifestyle that reflects your hard work and planning. We ask you your needs, wants, wishes, goals, and what purpose your money serves to plan your specific financial roadmap. Our aim is to create and preserve the lifestyle you have earned.
Female Executives
We have vast experience of working with high net worth women of various backgrounds and life stages. Women working with other women is our motto to develop a financial and estate plan that fits each special situation. At Forge Wealth, we are committed to continually educating women and building a strong relationship through their financial journey.
Inherited Wealth
Managing an inheritance can be overwhelming and at times unexpected. Seeking professional guidance is a must in order to create and establish a plan with goals and objectives. At Forge Wealth Management, we aim to help protect and grow your newfound wealth at even the most unexpected times.
Business Owners & Executives
As an owner/executive you work countless hours to ensure your company has a successful future. The demands of running a company often leave little time to manage your own personal financial plan. We work with you to understand your financial needs and desires, as well as your tolerance for risk.