Your Needs.Our Team.Trusted Advice.
Your Needs.Our Experts.Trusted Advice.
The Forge Companies provide your clients with immediate access to qualified
professionals who help protect their settlement recovery while offering a newfound
sense of financial freedom. Our team includes multiple individuals holding the professional
designations of CTFA, JD, MFP, RSP, CSSC, and CTEP.
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
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.
When The Forge Companies were founded more than 20 years ago, every part of our identity was created with intention —from our name to our logo. Our logo was inspired by one of the most enduring Celtic symbols, representing eternal justice and strength. It was a fitting choice for a company built to support plaintiffs and the attorneys who fight for them. The name “Forge” was more than a brand; it was a mission: • To forge ahead with innovative solutions in the settlement industry • To uphold justice through unwavering allegiance to our clients • To gain strength through shared knowledge and trusted partnerships Two decades later, that mission still guides us. Whether we’re protecting benefits, navigating complex settlements, or providing long-term financial support, we remain committed to the values our brand was built on. What we stand for hasn’t changed. Only the ways we serve have grown.
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