Thoughtful Investment & Financial Guidance

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Why Forge Private Wealth

Discover The Impact We Can Make

NOW AND THROUGH RETIREMENT

Forge Private Wealth is an advisory firm dedicated to providing the financial framework and one-on-one guidance you need to navigate the path toward your ideal financial future. By taking a holistic approach to financial planning and wealth management, our full-service financial team aims to simplify the complexities of finance, helping our clients to achieve their financial objectives with confidence and peace of mind.

Our Firm Was Founded To Better Your Life Through…

Sound Financial Planning

Tailored, comprehensive plans thoughtfully developed based on your distinct needs and goals.

Knowledge & Experience

Our team of thought-leaders in the financial services industry take a collaborative approach to serving our clients in the many areas of their financial lives.

Cutting Edge Tools & Technology

We combine old-fashioned customer service, with the additional enhancements of technology, to always strive for the best client experience and results.

Our Team

Knowledge, Experience, Collaboration.

HARD AT WORK SERVING YOU!

Every professional at Forge Private Wealth (“FPW”) brings a broad range of experience that adds a different dimension to our services including financial planning, portfolio management, tax preparation/planning, and estate planning. This diversity gives FPW the business acumen and maturity that adds value to our collaborative client service model.

Forge Private Wealth was founded by Daniel Meier as part of the Ashton Thomas Private Network.  Below are a few of the key members of that team who run point in serving the clients of FPW.  For additional information on the team, or to see additional team members, please visit AshtonThomasPW.com.

Daniel Meier

AWMA® | Founder & Managing Wealth Advisor

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Michael Serio

CFA®, CAIA®, MBA | Chief Investment Strategist

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Claudiu Barbos

Director of Investments and Trading

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Murray Smith

CFP® | Director of Financial Planning

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Daniel Ritter, Jr.

CPA | Senior Private Client Tax Advisor

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Taylor Knight

Client Service Associate

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Who We Serve

The Power of Planning

TO ANYONE WHO NEEDS IT!

Our multi-disciplinary and collaborative team-based approach to allows us to effectively serve clients in many different stages and aspects of their financial lives. We will work one-on-one with you to formulate a plan that takes into account the changing economic marketplace, your current situation, and all your goals and dreams for the future.

Individuals & Families

Retirees

Entrepreneurs & Small Business

Non-Profit & Endowments

Insights & Resources

Keep Up With Our Latest Insights

At our firm, transparency is a cornerstone of our business philosophy. In addition to our regular client meetings and updates, we also release frequent publications to share relevant information, insights, and industry trends, keeping our clients informed. Our commitment to transparency builds trust and fosters a collaborative relationship with our clients, ensuring they are always well-informed and empowered in their financial lives!

Monthly Talking Points

Monthly insights on economic trends and market commentary

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Forge Monthly Talking Points – July 2023

Forge Monthly Talking Points – June 2023

Forge Monthly Talking Points – May 2023

Asset Allocation Playbook – Q1 2023

Capital Insights

Listen to our latest podcasts covering a wide array of financial topics

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Getting Started

“The secret to getting ahead is getting started” – Mark Twain

Get In Touch

Send Us a Message

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Wisconsin Office

8383 Greenway Blvd, Suite 600
Middleton, WI 53562

Arizona Office

16165 N 83rd Avenue, Suite 200
Peoria, AZ 85382