Forge Wealth Management is a financial advisory firm based in Malvern, Pennsylvania, serving successful families, individuals, and business owners seeking guidance toward their financial goals. The firm focuses on helping clients build and protect wealth, preserve their lifestyles through life changes, and make informed decisions across generations. Its approach combines in-depth, personalized financial planning with long-term relationships and a financial roadmap intended to clarify complex financial concepts and investment choices.

Services include retirement planning, financial planning, asset management, and specialized divorce services for people navigating separation or other major transitions. The firm also supports women in transition and addresses financial considerations that can affect women’s planning and retirement. Its advisors identify strategies and investment managers they believe may help clients pursue personal goals, emphasizing planning, diversification, and wealth preservation. The team includes founder and financial advisor Regina McCann Hess, a CFP professional and Certified Divorce Financial Analyst, as well as relationship managers and a strategic assistant.