Your Needs.Our Team.Trusted Advice.
Your Needs.Our Experts.Trusted Advice.
For over 20 years, The Forge Companies have been dedicated to guiding plaintiff attorneys and their clients through the entire settlement planning process. Starting in 2003 as Forge Consulting, a national insurance agency specializing in structured settlements and annuities, we quickly identified a critical gap in the legal industry, specifically in settlement planning and financial services. The complex nature of the legal field often forces firms to cobble together a variety of service providers, creating a fragmented and inefficient approach.
To bridge these gaps, we established Advocacy Wealth Management, providing financial planning services; Advocacy Trust, providing a wide range of trust planning and administration services; and Forge Capital, providing financial and business support services tailored to the needs of lawyers and their firms.
Use the links below to visit our four websites and learn more about what each company can do for you and your clients, or call us today at 866-683-6743 to learn more. You can also request a telephone call using the contact form on this page.
Forge Consulting provides plaintiffs and their attorneys with professional settlement planning.
Forge Capital provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.
Advocacy Wealth designs financial plans to meet the unique needs of clients. Our investment portfolios target absolute total returns after fees. Portfolio construction protects against drawdowns first, then captures growth with reasonable risk.
Advocacy Trust specializes in litigation support, special needs trusts, and settlement administration.
Join the Forge Team
At The Forge Companies, leave an impact on people's lives, shaping their future for a better tomorrow while finding fulfillment in knowing that your dedication and skill make a meaningful difference. Join us and be part of a team where your efforts not only support clients but also bring you a deep sense of satisfaction and purpose.
Sword & Shield
THE FORGE COMPANIES BLOG
Meet members of the Advocacy Trust team as they share the motivations behind their work and the experiences that inspire them to serve individuals and families every day.
Advocacy Trust’s Chief Fiduciary Counsel Named to Special Needs Alliance
by Marcy Espinosa Hanson, RSP President, Forge Consulting
A Partnership with Purpose How Montag & Caldwell Strengthens Advocacy Wealth Management's Client-First Mission
As part of The Forge Companies, Advocacy Trust offers a holistic platform for trust clients as well as plaintiff attorneys and their clients, providing the attention, guidance, and personalized support needed to navigate even the most complex financial situations. From trust planning to administration, their team is committed to helping clients protect settlements, achieve financial security, and plan with confidence; today and into the future. Products & Services Special Needs Trusts Settlement Trusts Asset Protection Trusts Minors Trusts Administrative Services Philanthropy & Charitable Giving
Comprehensive, client-centered solutions designed exclusively for individuals & families navigating life after a personal injury settlement—and the plaintiff attorneys who represent them.