Welcome to Sword & Shield, the official blog of The Forge Companies. We look forward to telling you all about our companies, employees, events, communities, and more.

We founded Forge Consulting in January 2003 with five team members and a single product approach. Our mission and passion rapidly made us a sought-after source of settlement planning information for the plaintiffs' bar and the people they represent.

In 2006, we recognized a gap in the marketplace: wealth management firms primarily offered standardized, inflexible solutions which were incapable of resolving the complexity of our clients' needs. In January 2007, we launched a unique Registered Investment Advisory, Advocacy Wealth Management (AWM). AWM strives to enhance income predictability with portfolios customized for each client's individual needs rather than by attempting to predict markets.

At the beginning of 2015, we created an affiliated trust company, Advocacy Trust (AT). The experts at AT assist with the design and creation of numerous types of trust accounts for injured plaintiffs. Whether you are a family, an individual, an attorney, a CPA/financial planner, or an advisor, AT provides caring support to individuals who have dealt with adversity and economic challenges.

Because we have worked closely with plaintiffs' attorneys for two decades, we have a unique understanding of their needs. That's why we created Forge Capital to provide a broad range of financial services to contingent fee attorneys and their firms. Services include cash management solutions, lending, and business management services.

Today, The Forge Companies employ over 100 people. Every employee is committed to serving plaintiff attorneys and the clients you represent. If you would like to learn more about The Forge Companies or to involve us in your settlement planning process, please give us a call at 866-683-6743 or contact us using this form.