Our Wealth Management Branch drives the forging process of your personal or small business financial plan. Our Certified Financial Planner, James A. Martin, will first gather data on your raw materials: current resources, accumulated wealth, and your creative life goals. For individuals and families, we combine cash flow management, risk leverage, and investment strategies to forge a plan that is designed to help you pursue financial freedom, greater security, and the flexibility to fund your personal aspirations. Our small business plans take the guess work out of forming your small business and provide ideas and inspiration for getting started. At Forge, we can show you how to wield wealth management as a tool to forge your best life.

If you are interested in learning more about Wealth Management, please call Jorja Price at 717-369-2300 or email her at Jorja.price@planningpays.net