Advocacy Wealth Management is a registered investment advisory firm and a proud affiliate of The Forge Companies. It helps clients build financial plans around their needs today and their goals for the future, recognizing that each client’s circumstances are unique. The firm’s approach begins with planning: recommendations for investments, annuities, or trusts are selected to support the client’s plan, rather than charging separately for the planning itself. Plans are reviewed regularly and adjusted as needs change over time.

Advocacy Wealth offers wealth management and investment services, with trust services also available through the wider Advocacy platform. Its work is intended to provide tailored guidance and coordinated financial solutions for clients facing varied circumstances. In 2024, Advocacy Wealth joined forces with Montag & Caldwell, an Atlanta-based independent investment advisory firm, to strengthen the financial services offered through The Forge Companies. The firm also provides clients with access to information such as fee schedules, regulatory disclosures, and a client relationship summary, supporting transparency about its services and practices.