Posts Tagged ‘Wealth’

Forge Consulting and Advocacy Wealth Announce Advocacy Trust














Advocacy Trust


Chattanooga, TN (PRWEB) April 20, 2015

Forge and Advocacy proudly announce the launch of Advocacy Trust, a Tennessee chartered trust company.

Industry professionals founded the rapidly growing trust company. Advocacy’s strategy is to provide hands-on customized services as unique as our clients’ needs. The specialized team is experienced in asset protection, generational and estate planning, medical and special needs trusts, and the full array of litigation based settlement planning services. Unlike other national competitors, Advocacy integrates annuities as an asset class, often mitigating the impact of the Affordable Care Act surtax, alternative minimum tax and ultimately reducing ongoing trust fees.

“Our clients want protection and predictable income or growth. Having a trust company represents a perfect fit with our existing services and investment management businesses and reinforces our commitment to providing customized solutions to help them achieve their goals. We are excited about forming Advocacy Trust and what it allows us to do for our clients,” said Spooner Phillips, CEO of Forge Consulting.

“In an era of massive trust company and financial institution consolidation, customers do not always receive the personal attention they deserve,” said Bob Hogan, the president and CEO of Advocacy Trust. “Medical care and special need trusts, in particular, require a high level of expertise and focused support. We provide our customers with the experts they need, simplifying what can often be quite complicated.”

About Forge Consulting:

Founded in 2003, Forge Consulting LLC serves plaintiffs and their attorneys with a full suite of services and products. The consultants at Forge provide a thorough analysis of settlement options on any litigation case, identifying the client’s best interests and providing multiple options in easy to understand terms. In addition, Forge helps clients plan for the complicated issues associated with government benefits preservation, asset protection, estate planning, debt planning, housing, healthcare, and more. To learn more about Forge Consulting, visit forgeconsulting.com and see how confident you can be about your financial services partner.

About Advocacy Wealth Management:

Advocacy Wealth Management is an SEC-registered advisory firm focused on serving the needs of the plaintiff and their attorney(s) in the settlement process. Advocacy stands proudly at the forefront of the settlement planning industry, providing an objective assessment of options, turning abstract dollar signs and terms into tangible plans. Visit advocacywealth.com to learn more about Advocacy Wealth Management.






















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Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Net Worth Commerce TV Features Pinnacle Wealth Brokers











Net Worth Commerce TV


Coral Springs, FL (PRWEB) December 12, 2013

The producers of Net Worth Commerce with Terry Bradshaw are pleased to announce that Pinnacle Wealth Brokers will be featured in an upcoming segment on “Solutions to Meet Today’s Investment Challenges” as part of their Investor Corner series.

If there is one thing that remains a top priority for investors, it’s having a well-diversified portfolio. Private Market (often referred to as “Exempt Market” or Alternative Investment) investing offers investors an opportunity to diversify their investment portfolios into assets not offered in traditional institutions. Private investments are opportunities to invest in such varied sectors as real estate, insured accounts receivable, mortgages, energy, and industrial projects. They place capital in mortgage pools, asset-backed securities, debt offerings and equity in private companies.

Pinnacle Wealth Brokers is a Canadian financial services company that specializes in finding well-researched private investment opportunities for financial advisers to provide to their clients residing in Canada. There are organizations that require funding, but are not publicly traded. They still need investors to achieve the vision for their projects and want to grow without going public. They approach dealers like Pinnacle Wealth Brokers to help them develop their offering and attract investors.

The five-minute Net Worth Commerce TV segment will educate viewers on private market investing, and will highlight the role that Pinnacle Wealth Brokers plays in the Canadian financial services industry. For more information about Pinnacle Wealth Brokers, please visit pinnaclewealthbrokers.com.

Net Worth Commerce is a television series that takes viewers around the globe following interesting business, healthcare, and financial stories. The program shares first-hand insights from business owners, entrepreneurs and experts in a variety of industries. Net Worth Commerce airs nationally and regionally on many popular television networks. For more information, please visit http://networthcommerce.com.















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Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Local Financial Planner with Four Seasons Wealth Management to Volunteer at St. Louis Financial Planning Day










St. Louis, MO (PRWEB) October 09, 2013

St. Louis financial planner, Travis Freeman, will join dozens of local planners who will volunteer their time and expertise to answer consumers’ financial questions at the St. Louis Financial Planning Day on Saturday October 19th at St. Louis Community College Forest Park.

Freeman, who is a member of the Board of Directors for the Financial Planning Association of Greater St. Louis and Chairman of the Financial Planning Day committee, will be among the financial planners who setup at their own tables to meet one-on-one with attendees and answer their individual questions on budgeting, getting out of debt, income taxes, dealing with mortgages, paying for college, estate planning and insurance, among many other topics. The event will also feature a series of classroom-style educational workshops addressing key personal finance topics. The advice will be offered on a “no strings attached” basis and planners will not give out business cards or sell financial products or services. Freeman considers the event part of his annual charitable work.

St. Louis Financial Planning Day is organized by the City of St. Louis in partnership with the FPA of Greater St. Louis and is part of Financial Planning Days – a first-of-its-kind national initiative to provide free financial education and programming to people across the country. Financial Planning Days was created by four national non-profit organizations – Certified Financial Planner Board of Standards, Financial Planning Association, Foundation for Financial Planning, and the U.S. Conference of Mayors.

TO PARTICIPATE: St. Louis Financial Planning Day is free and open to the public. Members of the news media are invited to attend the event and interview the organizers. The event will be held on Saturday, October 19th at St. Louis Community College Forest Park, located at 5600 Oakland Ave, St. Louis MO 63110 at the Student Center Building Tower E. Events will begin at 9 a.m. and will run until 1 p.m.

Free online registration and additional information about the St. Louis Financial Planning Day is available at http://www.FinancialPlanningDays.org/SaintLouis, or by calling toll free at 877-861-7826.

Travis Freeman is a Financial Planner with and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. He may be reached at 314-432-2229.























Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Ninth Annual Spelman College Leadership Conference Examines Wealth Building, Entrepreneurship and Philanthropy











ATLANTA (PRWEB) March 06, 2013

For the ninth year, Spelman College will host its annual Leadership and Women of Color Conference featuring actress/entrepreneur Nicole Ari Parker and famed crisis communications expert/author Judy Smith — the real-life inspiration for ABC’s hit series “Scandal” — as two of its honorees and keynote speakers. The two-day event will be held at the Georgia International Convention Center, May 15 -16, 2013.

Convened by Jane E. Smith, Ed.D., executive director of the Center for Leadership and Civic Engagement at Spelman, the conference will feature notable thought leaders and industry influencers engaging attendees from business, public policy, and education in detailed discussions centered on the theme, “Strategic Leadership: Building Wealth, Entrepreneurship and Paying It Forward.” This must-attend event for women and men in both the corporate and non-profit sectors will provide information and tools to help 21st century women of color strategically focus on building wealth, creating businesses and using both to make important, sustainable contributions to their communities.

“During the conference, attendees will learn from and pay tribute to corporate and community power brokers,” said Dr. Smith. “We are bringing forth those individuals whose commitment and leadership are making a difference in work places, communities and the health and wealth of women of color.”

Through keynote speeches, panel discussions and “conversations” with Spelman President Beverly Daniel Tatum, Ph.D., attendees will gain unique insight and leave with practical solutions to help them:


    Incorporate the cornerstones of wealth building
    Blaze a trail for others through philanthropic endeavors
    Understand the impact of health on wealth
    Leverage the power of the media to grow wealth

Held on the first night of the conference, the Legacy of Leadership Awards Dinner is an elegant evening of memorable entertainment, outstanding speakers and inspiring stories of leadership. This year, remarkable women who exemplify strategic leadership and embrace the importance of not only building successful careers, but also understanding the power of giving back, are being honored. Among the honorees are Ari Parker and Smith, as well as other local and national leaders in various fields.

The Ninth Annual Spelman College Leadership and Women of Color Conference will begin at 1 p.m. on Wednesday, May 15, 2013, at the Georgia International Convention Center. For more details and to register, visit http://www.spelmanwomenofcolorconf.com. Join the discussion and share your thoughts on this year’s theme on Facebook and Twitter, #SpelmanWOCC.

About Spelman College

Founded in 1881, Spelman College is a highly selective, liberal arts college widely recognized as the global leader in the education of women of African descent. Located in Atlanta, Ga., the college’s picturesque campus is home to 2,100 students. Outstanding alumnae include Children’s Defense Fund founder Marian Wright Edelman; Sam’s Club CEO Rosalind Brewer; JPMorgan Chase Foundation President Kimberly Davis; former acting Surgeon General and Spelman’s first alumna President Audrey Forbes Manley; Harvard College Dean Evelyn Hammonds; author Pearl Cleage; and actress LaTanya Richardson Jackson. For more information, visit http://www.spelman.edu.























Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Related Entrepreneurship Press Releases

Fross & Fross Wealth Management Announces the Appointment of Ex-Wall Street Investment Manager Paul Hoffman as Wealth Advisor










Orlando, FL & The Villages, FL (PRWEB) January 29, 2013

Fross & Fross Wealth Management, an investment advisory firm with client assets of $ 350 million, announced the appointment of Paul Hoffman as Wealth Advisor, as the firm continues to attract top advisors to its ranks. In his role, Hoffman will be responsible for portfolio structuring and analysis, in addition to providing timely information to clients.

Co-founders Robert and Thomas Fross said in a joint statement, “We are pleased that Paul has joined our team. His investment experience and insight will undoubtedly help Fross & Fross further its position as the gold standard in wealth management to the community in which we serve.”

Hoffman brings more than 25 years of investment experience working directly on Wall Street for top financial firms including: Goldman Sachs as Vice President of Fixed Income Currency and Commodities, AMBAC Securities as Chief Investment officer, TIAA-CREF as Director of Public Market Securities, and BNY Mellon as Portfolio Manager. Within the state of Florida, Hoffman was Senior Vice President of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.

Hoffman earned a Bachelor’s Degree in Business Administration from New York Institute of Technology and is working towards an MBA at Hofstra University. His securities licenses include Series 7, 63, and 65.

Hoffman said, “I feel privileged to be continuing my career at Fross & Fross, a highly respected and nationally recognized wealth management firm, and to be working closely with Rob and Tom in order to further position the firm for growth and success. The firm’s steady growth serves as a clear testimony of its exceptional client relationships and investment approach. I am eager to be a part of the firm’s wealth management process.”

About Fross & Fross Wealth Management

Founded by Robert and Thomas Fross, Fross & Fross Wealth Management provides fee-only financial planning and independent wealth management services to clients locally as well as throughout the U.S. Comprehensive services and tools cover the spectrum of personal financial planning issues including retirement planning, estate and trust planning, insurance services, and tax solutions. The firm specializes in helping clients transition smoothly into retirement. For more information: http://www.frossandfross.com.























Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Video with Stock Market Updates Published by Absolute Wealth













Absolute Wealth and the Independent Wealth Alliance


Austin, ,TX (PRWEB) November 24, 2012

The latest market update video from AbsoluteWealth.com was produced and published by John Carter, and it covers the various stock trends moving into the Thanksgiving weekend.

“We have now bottomed out and it’s time to retrace,” Carter said. “I actually do expect us to roll over and take out the lows, okay. Make no mistake, I do not think we’re going to make all-time highs here.”

Carter discusses some stocks that have held their numbers, and even rebounded after initial losses. He talks through the different ways traders can approach each separate play, and also covers gold and silver.

“The good news is, for you gold bugs, is that gold and silver will rally with the market,” Carter said. “Look for upward prices in stocks, gold and silver, through Thanksgiving week, including this Friday and potentially into early next week. But from there, I am looking for these markets to roll over and sell off, and potentially in a big way.”

Viewers can follow along with Carter as he browses through the stock numbers and data charts, and visually see the very movements and patterns he is talking about.

Comments and opinion sharing is encouraged through all of Absolute Wealth’s social media outlets, including Facebook, YouTube, and Twitter pages. Whether they agree with the content or not, Absolute Wealth knows that thoughtful and insightful comments always add to the conversation.

John F. Carter has investment expertise in his blood, growing up with a father who worked as a Morgan Stanley broker. After studying abroad and at the University of Texas, Carter worked as a financial analyst in the retail sector. In 1998 he became a full-time professional trader and later started to seek out other traders and post information online, which led to the launch of TradeTheMarkets.com, as well as a Commodity Trading Advisor through Razor Trading. In 2006 he published “Mastering the Trade,” a best-selling book in its niche since its release.

Absolute Wealth is an expert team of real investors and advisors devoted to identifying winning strategies for exceptional returns. Members subscribe to the company’s Independent Wealth Alliance for professional investment analysis and recommendations on the latest market trends and progressions. For more information and subscription instructions, visit AbsoluteWealth.com.
























Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.









Daily Economic Outlooks Available from Absolute Wealth













Absolute Wealth and the Independent Wealth Alliance


Austin, TX (PRWEB) July 15, 2012

Absolute Wealth, the industry leaders in financial education and information, is publishing daily market outlooks to help any investors keep track of the current economic environments.

The outlooks are available on AbsoluteWealth.com every weekday and highlight the most important moves and vital information that traders need to know about to take full advantage of their financial opportunities.

Thursday’s video, presented as always by Absolute Wealth expert John Carter, investigates the bad earnings news and the seemingly boring markets. Though things don’t look bright on the surface, there are moves to be made that will make the most of the bleak markets.

“There’s potential here,” says Carter of the recent market data, “to catch a big unexpected move to the upside.”

Carter also touches on gold, as well as the course to take to find liquidity despite the rough European scenario. His in-depth viewpoint shares a good amount of information in the short video.

Comments and opinion sharing is encouraged through all of Absolute Wealth’s social media outlets, including the aforementioned Facebook, YouTube, and Twitter pages. Whether they agree with the content or not, Absolute Wealth knows that thoughtful and insightful comments always add to the conversation.

John F. Carter has investment expertise in his blood, growing up with a father who worked as a Morgan Stanley broker. After studying abroad and at the University of Texas, Carter worked as a financial analyst in the retail sector. In 1998 he became a full-time professional trader and later started to seek out other traders and post information online, which led to the launch of TradeTheMarkets.com, as well as a Commodity Trading Advisor through Razor Trading. In 2006 he published “Mastering the Trade,” a best-selling book in its niche since its release.

Absolute Wealth is an expert team of real investors and advisors devoted to identifying winning strategies for exceptional returns. Members subscribe to the company’s Independent Wealth Alliance for professional investment analysis and recommendations on the latest market trends and progressions. For more information and subscription instructions, visit AbsoluteWealth.com.
























Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.