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Advocacy Trust:Dedicated to Serving You
Ready to Be Your Advocate
Whether you are a family, an individual, an attorney, a CPA/financial planner, or an advisor, Advocacy Trust is ready to be your advocate. Our company is made up of professionals with decades of trust industry experience and is well known for the caring support provided to individuals who have dealt with adversity and financial challenges. And unlike most retail trust companies, our professionals have worked on thousands of complex trust cases impacting a host of client situations.
Advocacy Trust Creates Scholarship for Those with Challenges, Hardships
Gift of $125,000 Aims to Support Law Students Facing Adversity at Ole Miss
A company of qualified professionals who advocate for individuals and families while protecting their settlement recoveries and trusts created a scholarship to help University of Mississippi School of Law students who may, like their clients, face unforeseen challenges or significant hardships. [...]
Sword & Shield: The Forge Companies Blog
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Advocacy Wealth Management and Montag & Caldwell Join Forces
The Forge Companies proudly announce their registered investment advisory firm, Advocacy Wealth Management (AWM), has joined forces with Montag & Caldwell (M&C), one of Atlanta's first independent investment advisory firms, to provide premier financial services.Read More -
The Forge Companies Announce Hillary B. Cranford as New Senior Financial Consultant
The Forge Companies attracts top talent with the addition of Cranford to the Settlement Planning team - The Forge Companies (TFC) are pleased to announce the addition of Hillary B. Cranford as Senior Financial Consultant for Forge Consulting, the settlement planning division of TFC.Read More -
Advocacy Trust Expands Board of Managers
Advocacy Trust Welcomes Industry Veterans to Enhance Client Care Standards - Advocacy Trust (AT) is thrilled to announce the growth and expansion of its Board of Managers with the addition of Mrs. Leslie Coyle, CTFA, CFP®, Mr. Rob Ragsdale, CFP®, AIF, and Mr. Steven Stewart. With a combined industry experience exceeding 60 years in trust and financial services, these esteemed individuals strengthen AT’s commitment to excellence.Read More -
IOLTA Accounting Made Easy
With the help of our Forge for Business partner, Abacus Advisor, understanding and managing your IOLTA account doesn't have to be stressful.Read More -
A Testimonial From Our Friend Gibson Vance
We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies.Read More -
New Year's Insurance Checklist
Start your new year by ensuring you and your family are properly covered in 2024!Read More -
Settlement Planning Services for You & Your Clients Made Easy
At The Forge Companies, we pride ourselves in providing a full range of settlement planning, wealth management, trust planning, and business administration services, making all aspects of the settlement process easy for you and your clients.Read More -
More Than Just Insurance Coverage
At Full Circle Coverage, we pride ourselves on building personal relationships with clients so that we can best serve them and protect what matters most.Read More -
Forge for Business - We Practice the Business of Law
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.Read More -
Why Choose The Forge Companies
At The Forge Companies, we are ready to be your advocate.Read More -
Tips to Ensure a Hauntingly Safe Halloween
Halloween is just around the corner, and we're all gearing up for a night of tricks, treats, and spooky surprises. But before you dive headfirst into the festivities, it's crucial to remember that safety should be a top priority.Read More -
Mediation Time? The Forge Companies Can Help!
Allow The Forge Companies to be a dependable resource for you and your client right from the beginning and find comfort in the knowledge that we will continue to stand as strong advocates long after the mediation process concludes.Read More -
Advocacy Trust Announces Opening of New York Office
AT Expands to New York Offering Top-Tier Trust ServicesRead More -
AWM Insights - A Tale of Fat Tails
AWM's Robbie Wright provides a summary of the first quarter Insights from Advocacy Wealth Management.Read More -
AWM Insights - December 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.Read More -
A Brief Modern History of the Federal Funds Rate & Inflation
From July 1983 to September 2022, the purchasing power of the consumer dollar in the U.S. declined steadily by a total of -66.3%, to a new low.Read More -
The Benefits of Deferring Your Attorney Fees
As contingency-based attorneys, you don’t catch a lot of breaks. However, one benefit you do have is the unique option to defer your fees and delay the recognition of taxable income.Read More -
AWM Insights - September 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.Read More -
2022 AAJ Annual Convention
The Forge Companies' Spooner Phillips and Tracee Wagner are in Seattle for the 2022 AAJ Annual Convention.Read More -
Welcome to Sword & Shield
We look forward to telling you all about our companies, employees, events, communities, and more.Read More
About Advocacy Trust
Advocacy Trust is unique from other trust companies. We have built a holistic platform that provides traditional trust clients as well as plaintiff attorneys and their clients with the attention and guidance required to navigate the complexities surrounding their individual financial situation. Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.
Call our trust team today at 855-879-3436
to learn more about what Advocacy Trust can do for you.
Our Mission
To improve the lives of our clients and their families by providing a positive experience through professional investment management, trust services, financial planning, and other support that effectively addresses their unique needs.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
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.
FORGE and
are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
, FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.
Copyright ©2024 The Forge Companies. All Rights Reserved.
Copyright ©2024 The Forge Companies. All Rights Reserved.