Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning-rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy will be compensated.
Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you. Advocacy Wealth Management designs portfolios of predictable cash flows and conservation of invested principal. AWM works nationally with clients who need more than just basic planning to meet their unique needs.
Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you. Advocacy Wealth Management designs portfolios of predictable cash flows and conservation of invested principal. AWM works nationally with clients who need more than just basic planning to meet their unique needs.
Services
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value. All investments involve risks that you will lose value including the amount of your initial investment.
Advocacy Wealth Management was founded in 2007. The principals saw a need for financial plans focused on liquidity, cash flows, and capital preservation. Our custom-designed plans incorporate an evaluation of all suitable financial instruments to meet your unique needs.
Beyond traditional wealth management, our planning includes an evaluation of tax-free or tax-deferred structured settlements, traditional annuities as an asset class or tax planning tool, and both 529 plans and ABLE accounts.Advocacy works nationally with estate planning, elder law and trial attorneys, trustees, settlement planners, business owners, law firms, plaintiffs, and individuals who need more than just basic planning.
Beyond traditional wealth management, our planning includes an evaluation of tax-free or tax-deferred structured settlements, traditional annuities as an asset class or tax planning tool, and both 529 plans and ABLE accounts.Advocacy works nationally with estate planning, elder law and trial attorneys, trustees, settlement planners, business owners, law firms, plaintiffs, and individuals who need more than just basic planning.
Advocacy Wealth Management LLC registers with the State of Delaware as a Limited Liability Company and with the Securities and Exchange Commission as an Investment Adviser. Forge Consulting LLC wholly owns Advocacy Wealth. There are different ways you can get help with your investments. You should carefully consider which types of accounts and services are right for you.
The information provided or available for download on this website is provided for general information and educational purposes only, and is not intended to be, does not constitute, and should not be relied upon as, legal, accounting, tax, investment, or other professional advice or services.
Because every situation is unique and fact-specific, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.Advocacy Trust, LLC does not provide legal advice or legal services, and our services cannot and should not be relied upon as legal advice or legal services.
Because every situation is unique and fact-specific, you should consult a professional who can thoroughly review and analyze all aspects of your particular situation before making any decision or taking action.Advocacy Trust, LLC does not provide legal advice or legal services, and our services cannot and should not be relied upon as legal advice or legal services.
Reviews
Be the first to review Advocacy Wealth Management Service.
Write a Review
