THE FORGE COMPANIES BLOG
We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies. At The Forge Companies, trust isn’t just a product we offer; it’s the goal of our relationship. We have over 150 teammates and together, we have worked to build our core values of trust, respect, excellence, empathy, and selflessness, allowing us to build genuine, lasting relationships with our clients and with each other.
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The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
Advocacy Trust Celebrates Major Milestone
Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Included in UGA Bulldog 100
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
For this Heart of Forge spotlight, we are thrilled to highlight our Atlanta office! Last month, members of our Forge Consulting, Advocacy Trust, and Advocacy Wealth teams spent the morning with Zobida Dat and Jenifer Hossler from the Georgia Center for Child Advocacy (GCCA). Together, they assembled goodie bags for GCCA’s upcoming Trunk or Treat event.
We are thrilled to highlight Shawn Mitchell, a Trust Officer on our Advocacy Trust team, for his incredible work with the Iredell County Sheriff's Office during their Youth Outdoor Education Week.
We are thrilled to highlight one of our Trust Officers, Laura Schlesing. Laura is a dedicated board member of Gigi's Playhouse of Charlotte, a remarkable Down Syndrome Achievement Center 100% volunteer-run with just two paid staff members.
Advocacy Wealth Management and Montag & Caldwell Join Forces
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
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