Forge Wealth Management

Forge Wealth Management Regina McCann Hess CFP®, CDFA®
Financial Advisor | Retirement | Wealth Management
Securities offered through LPL Financial. Member SIPC sipc.org.

Forge Wealth Management is an independent wealth management firm that was founded in 2015 by Regina McCann Hess, CFP®, CDFA®. With more than two decades of experience in financial services, she can finally enjoy the freedom to define the success of her firm on her own terms. In short, this means forming long-lasting relationships with clients who value clear and honest counsel and commit themselve

s to a collaborative financial planning approach. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies used to stay on course toward managing your objectives. This is why Regina works with you, one-on-one, to design investment strategies targeted to your specific needs and goals. Our Comprehensive Financial Plans Include:
Statement of your Objectives
Net Worth Analysis
Illustration of your Current & our Recommended Asset Allocation
Retirement Savings and Income Analysis
Specific Investment Recommendations
Insurance Planning
Estate Planning

Regina's extensive experience - throughout major shifts in the markets - enables her to help her clients structure balanced portfolios to address their specific financial goals. She earned the CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner designation by completing approved education programs, passing rigorous examinations and meeting stringent experience requirements. She followed a similar process to obtain her Certified Divorce Financial Analyst® (CDFA®) designation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Forge Wealth Management, LLC are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Retirement is not just one season of life anymore.For many people, it can span decades. That is why planning how you spe...
06/01/2026

Retirement is not just one season of life anymore.
For many people, it can span decades.

That is why planning how you spend in retirement matters just as much as saving for it.

The goal is not to avoid enjoying life. It is to create a plan that supports both the years right after retirement and the years much later on.

A thoughtful strategy today can help create more confidence and stability for the future.

If you would like help creating a retirement plan that supports your long-term goals, Regina McCann Hess is always happy to start the conversation.

05/29/2026

The economy moves in cycles.

Recessions and expansions are a normal part of how the economy works, even though they can feel uncomfortable while they’re happening.

In this 𝘞𝘰𝘮𝘦𝘯 & 𝘞𝘦𝘢𝘭𝘵𝘩 clip, Regina McCann Hess talks about why perspective matters during uncertain times and why reacting emotionally to headlines can sometimes do more harm than good.

Long-term planning matters most when things feel uncertain.

Make sure to watch the entire podcast on YouTube or your favorite podcast platform.

Sometimes the scariest thing is what you haven’t looked at yet. Works for basements and budgets.
05/29/2026

Sometimes the scariest thing is what you haven’t looked at yet.
Works for basements and budgets.

I recently had the opportunity to join Racquel Williams on KYW Newsradio's 𝘉𝘳𝘪𝘥𝘨𝘪𝘯𝘨 𝘗𝘩𝘪𝘭𝘭𝘺 podcast for a conversation ab...
05/28/2026

I recently had the opportunity to join Racquel Williams on KYW Newsradio's 𝘉𝘳𝘪𝘥𝘨𝘪𝘯𝘨 𝘗𝘩𝘪𝘭𝘭𝘺 podcast for a conversation about women and financial confidence.

We talked about why so many women put themselves last when it comes to finances, how to become more involved in financial decisions, and why confidence around money matters so much.

Thank you to the team for such a thoughtful and meaningful conversation.

Excited to keep encouraging women to take control of their financial future.

Listen here: https://www.audacy.com/podcast/bridging-philly-d2cd1/episodes/ladies-take-control-of-your-finances-phillys-2026-poet-laureate-199eb

Headlines can make every economic downturn feel bigger and scarier than it is.But recessions are part of the economic cy...
05/28/2026

Headlines can make every economic downturn feel bigger and scarier than it is.

But recessions are part of the economic cycle. They are uncomfortable to live through, but they are not unusual.

That does not mean you ignore what’s happening. It means you look at your plan, your spending, your cash reserves, your investments, and your long-term goals with a clear head.

If recession headlines have you questioning your strategy, Regina McCann Hess can help you think through your next steps with more perspective and less panic.

05/27/2026

Recession. Inflation. Market volatility.
These words can create a lot of anxiety, especially when headlines seem overwhelming.

In this 𝘞𝘰𝘮𝘦𝘯 & 𝘞𝘦𝘢𝘭𝘵𝘩 episode, Regina McCann Hess breaks down what a recession actually is, why recessions are a normal part of the economic cycle, and how long-term perspective matters during uncertain times.

The conversation also covers:
• The difference between the economy and the stock market
• Why recessions are often identified after they begin
• How spending habits change during downturns
• Why some sectors are impacted differently than others
• What history can teach us about recoveries

A thoughtful and practical conversation designed to make these topics feel easier to understand.

Listen on your favorite podcast platform or watch the full episode here:

Today we pause to remember and honor the men and women who gave their lives in service to our country.Memorial Day is mo...
05/25/2026

Today we pause to remember and honor the men and women who gave their lives in service to our country.

Memorial Day is more than the start of summer. It is a time to reflect on sacrifice, service, and the freedoms we often take for granted.

Grateful for those who served and for the families who continue to carry their legacy forward.

Wishing everyone a meaningful and reflective Memorial Day.

05/22/2026

Many working moms know the feeling of trying to build something meaningful while also raising a family.

In this 𝘞𝘰𝘮𝘦𝘯 & 𝘞𝘦𝘢𝘭𝘵𝘩 conversation, Abbie O’Brien shares what it was like starting a business around the same time she became a first-time mom, then quickly becoming a mom of two while continuing to grow the business.

She talks honestly about working during naps, working late at night, and figuring things out one season at a time.

It’s an encouraging reminder that growth does not require perfect timing or perfect circumstances.

Enjoy the entire episode on your favorite podcast platform.

Inflation: making even air feel like a budget line item. 🤣
05/22/2026

Inflation: making even air feel like a budget line item. 🤣

Social Security decisions after divorce can have a much bigger impact on retirement than many people realize.Regina McCa...
05/21/2026

Social Security decisions after divorce can have a much bigger impact on retirement than many people realize.

Regina McCann Hess recently joined Andrew Hatherley on 𝘛𝘩𝘦 𝘎𝘳𝘢𝘺 𝘋𝘪𝘷𝘰𝘳𝘤𝘦 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 to talk about spousal benefits, survivor benefits, timing strategies, and some of the common mistakes people make when claiming benefits.

It’s an important conversation for anyone navigating divorce, widowhood, remarriage, or retirement planning later in life.

🎧 Listen to the episode here:
https://www.transcendretirement.net/podcast/gray-divorce-podcast-episode-92-deep-dive-social-security-regina-hess-cdfa

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1 Country View Road, Suite 203
Malvern, PA
19355

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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