Purposeful. Proactive. Process.
Forgemark Private Wealth
Is your wealth moving where you intend — or simply where momentum has carried it? Is what you've built protected by design, or by assumptions you've never fully tested? When opportunity appears, does choice guide you — or regret? Most financial plans are a collection of parts.
Accounts, strategies, professionals — each doing their job, rarely aligned. Forgemark exists to change that. We design a system that brings structure to capital, risk, liquidity, and legacy — so every decision reinforces the direction you've chosen. Not reactive. Not fragmented. Deliberate.
We don't replace your advisors. We connect them. When strategies align, we amplify them. When gaps exist, we address them before they compound. The outcome isn't complexity. It's confidence — knowing your financial life is coordinated, intentional, and built to endure.
01
Purposeful
Every decision begins with intent.
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Proactive
Our team anticipates both opportunity and risk before it arrives.
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Process
How confident would you feel if every review began with clarity and direction?
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Educational Events
Events in February 2026
- There are no events scheduled during these dates.
Client Events
Events in February 2026
- There are no events scheduled during these dates.
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
