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.

09/01/2026

See how retirement has changed over 75 years.

Retirement planning isn’t only about replacing your paycheck.Healthcare deserves a place in the budget too.Medicare can ...
09/01/2026

Retirement planning isn’t only about replacing your paycheck.

Healthcare deserves a place in the budget too.

Medicare can help, but premiums, supplemental coverage, prescriptions, and other medical expenses can still add up, especially later in retirement.

Planning for those costs now can help you build a more realistic picture of what retirement may require.

And somehow there’s still a trip to Target afterward. 💸
08/28/2026

And somehow there’s still a trip to Target afterward. 💸

The home that worked for one stage of life may not be the home you need in retirement.Downsizing can potentially reduce ...
08/25/2026

The home that worked for one stage of life may not be the home you need in retirement.

Downsizing can potentially reduce housing expenses and free up more of your budget for other priorities.

It’s not about simply having less. It’s about deciding what makes sense for the life you want next.

08/24/2026

Traditional industries quietly outlast startups

08/22/2026

A $40,000-a-month luxury apartment… and the real estate agent is doing the laundry?

Sometimes, yes!

It’s a great reminder that what looks polished and effortless from the outside usually has plenty of hard work happening behind the scenes.

Whether you’re building a business, growing a career, or serving a client, sometimes success simply means seeing what needs to be done and being willing to do it.

What’s one decidedly unglamorous thing you’ve done to get the job done?

𝘞𝘰𝘮𝘦𝘯 & 𝘞𝘦𝘢𝘭𝘵𝘩 interview with Ashley Reidy Quinn

Nothing says “welcome to adulthood” quite like discovering how much eggs costs. 😂Back to college means new classes, new ...
08/21/2026

Nothing says “welcome to adulthood” quite like discovering how much eggs costs. 😂

Back to college means new classes, new experiences and, for many students, their first real introduction to managing money.

Confidence can look effortless when you only see the finished product.But most of us build it through experience: taking...
08/20/2026

Confidence can look effortless when you only see the finished product.

But most of us build it through experience: taking on challenges, learning from uncomfortable moments, speaking up when we need to, and discovering along the way that we’re more capable than we realized.

Confidence we have today isn’t necessarily the confidence we had when we were starting our careers.

And that’s encouraging.

You don’t have to wait until you feel completely confident to take the next step. Sometimes taking the next step is exactly how you build it.

Luxury real estate may look glamorous, but there’s a lot happening behind those beautiful listings.This week on 𝘞𝘰𝘮𝘦𝘯 & ...
08/19/2026

Luxury real estate may look glamorous, but there’s a lot happening behind those beautiful listings.

This week on 𝘞𝘰𝘮𝘦𝘯 & 𝘞𝘦𝘢𝘭𝘵𝘩, Regina McCann Hess sits down with Ashley Reidy Quinn for a candid conversation about the hard work behind a successful real estate career, the emotional side of working with clients, and what it takes to build confidence in a competitive industry.

It’s a fun, honest conversation about luxury real estate, career, confidence, and defining success on your own terms.

Watch or listen to the full episode:

📺 YouTube: https://youtu.be/zWHOTuNbyrU
🎧 Spotify: https://open.spotify.com/show/2TxG4m8fvpxyMrI644qmgZ
🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/women-wealth/id1613780867

Conferences like this remind me how much I love what I do.After a couple of years away, it felt great to be back at LPL ...
08/18/2026

Conferences like this remind me how much I love what I do.

After a couple of years away, it felt great to be back at LPL Financial Focus, this time in San Diego with Collin.

I came home recharged after a few days of learning, connecting, and digging into some of my favorite topics, including Social Security and Medicare. There’s always something new to learn and another perspective that can help me better serve my clients... you!

Of course, there was plenty of fun too. Jesse Cole of the The Savannah Bananas brought the energy, Carrie Underwood put on an incredible show, and San Diego wasn’t a bad place to spend a few days either! ☀️

I’m officially topped up and excited to put what I learned to work.

~Regina McCann Hess

Address

1 Country View Road, Suite 203
Malvern, PA
19355

Opening Hours

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

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