Whom We Serve

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.

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.

Career changes can be filled with a lot of uncertainty, but it doesn’t mean your finances have to follow suit.  We are here to guide you on a different path as you assume a new position.

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.

Dissolving a marriage can be stressful and emotional, making it easy to be distracted.  We are here to support you and your family during the process to make smart financial decisions.  The end of a marriage does not have to mean the end of your financial future. 

There is no grief comparable to the loss of a loved one.  Put your mind at ease and let us help you. We are here to answer your questions regarding access to financial accounts, estate property and taxes, and your family plans.

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.

Just because you’re young doesn’t mean you can’t get started on your tomorrow!  Planning ahead is how you get ahead in life and we are here to help you every step of the way.  We look forward to growing our relationship as you grow your career and financial future.

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.