Forge Wealth Management is an independent wealth management firm that was founded in 2015 by Regina McCann Hess, CFP®, CDFA®. With more than two decades of experience in financial services, she can finally enjoy the freedom to define the success of her firm on her own terms. In short, this means forming long-lasting relationships with clients who value clear and honest counsel and commit themselve
s to a collaborative financial planning approach. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies used to stay on course toward managing your objectives. This is why Regina works with you, one-on-one, to design investment strategies targeted to your specific needs and goals. Our Comprehensive Financial Plans Include:
Statement of your Objectives
Net Worth Analysis
Illustration of your Current & our Recommended Asset Allocation
Retirement Savings and Income Analysis
Specific Investment Recommendations
Insurance Planning
Estate Planning
Regina's extensive experience - throughout major shifts in the markets - enables her to help her clients structure balanced portfolios to address their specific financial goals. She earned the CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner designation by completing approved education programs, passing rigorous examinations and meeting stringent experience requirements. She followed a similar process to obtain her Certified Divorce Financial Analyst® (CDFA®) designation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org
Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management, LLC are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
