Our approach to asset management starts with you. We help our clients reach their investment goals through tailored portfolios built with a dynamic, global approach to asset and style allocation. Other money managers may offer cookie-cutter portfolios or strategies based on a single style of investing. That means you’re getting the same advice as everyone else, regardless of your situation. While other managers may consider just your age or risk tolerance, we learn about your goals, financial needs, health, age, family circumstances and more. We approach communications differently, too. You’ll hear from us regularly not just when markets are doing well. While other money managers may avoid your calls when markets are turbulent, we’ll be in touch, letting you know what’s happening with your portfolio.

Through tailored portfolio management, we help high net worth individuals and institutions around the world reach their long-term financial goals. As a client, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Communication and service are tailored to your needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate tax planning and strategies for maximizing Social Security benefits. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why you’ll have a dedicated Investment Counselor to help you understand what’s going on in your account and why.

We take an active, disciplined and global approach to managing money. We learn about your unique goals and needs so we can create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation your mix of stocks, bonds, cash or other securities. As market conditions or your needs change, we may adjust your asset allocation to keep your portfolio positioned to meet your long-term objectives. We meticulously analyze markets, identify attractive investment categories and then choose individual stocks, bonds or other securities for your portfolio. We search the world for investing opportunities because a diversified portfolio can help you achieve your goals sooner. Our personalized, disciplined and global approach to managing money has helped our more than 35,000 clients worldwide plan for their financial future with confidence.

Unlike some money managers, we don’t earn commissions on trades. Instead, we use a tiered fee structure that’s based on your portfolio’s size. This means we’re always focused on your best interests, and when you do better we do better.

Wealth Forge ocuses on high net worth individuals with investable assets. When you start, we saw an opportunity to help an underserved market with different needs than other investors. We’re dedicated to serving clients who have worked hard throughout their lives with investing advice, tailored solutions and ongoing support.

We will guide you through every step of becoming a new client. Our hands-on approach respects your time, keeps you informed and reduces the amount of paperwork you need to fill out.

We primarily invest in domestic and foreign common stocks, fixed income securities, real estate, crypto currency and other derivatives that can include leverage. We also sometimes use hedging instruments such as short equity positions and options when it’s appropriate given your situation and current market conditions. Your long-term financial goals always determine our investment choices.

We take your security and privacy seriously and have implemented numerous layers of security measures for you. When you invest with Wealth Forge, we manage your investments, but your assets are held by a third-party custodian. Using a third-party custodian helps in reducing conflicts of interest and promotes transparency. In addition, employees are supported by comprehensive data management systems and security policies to protect client data from external and internal threats Lastly, rest assured we never share or sell your name for marketing purposes.