Forged for what’s next.
Fortress Wealth is becoming Forgemark a platform for integrated wealth strategy, risk alignment, and long-term capital stewardship.Clarity for Complex Wealth. Strategies for Lasting Impact.
Clarity and Strategy for Complex Wealth
Your financial journey isn’t just about numbers it’s about building something that lasts. At Forgemark, we help you bring real estate opportunities and financial strategies together in a way that supports your goals today and creates stability for generations to come.
- Real Estate Investment & Property Portfolio Strategies
- Innovative Financial & Legal Planning Solutions
- Committed Long-Term Partnership for Your Goals
- Legacy Planning to Protect & Grow Wealth
Our Team
Our team combines expertise and creativity to deliver exceptional results. Dedicated to excellence in every project.
Silas Lagoy
Connie Peet
Dawson Johnson
Dustin Rippetoe
Javier Solano
Nathan Young
Build Wealth. Protect Legacy. Plan Ahead.
Partner with Forgemark to create a financial strategy designed to last generations, protect your legacy, and secure lasting prosperity and freedom.
Why Choose Forgemark
Discover how our expert team delivers real estate-focused strategies alongside personalized financial guidance, helping you build, protect, and grow lasting wealth.
Full-Service Financial Planning
We operate like a fractional family office, bringing together all the financial expertise you need in one place.
Tax & and Legal Expertise
Our team includes CPAs, tax advisors, and tax attorneys to help you navigate complex tax landscapes. We also have estate attorneys to assist with wills, trusts, and legacy planning.
Financial Advisory
From financial advisors helping you plan investments, grow your wealth, and help identify creative investment funds that fit your individual needs.
1031 Exchanges & Delaware Statutory Trusts (DSTs)
Personalized strategies for entrepreneurs and investors, focusing on high-value real estate opportunities.
Real Estate and Capital Services
We offer real estate coaching, assist in capital raises, and manage real estate funds to help you grow your property investments.
Innovative Financial Solutions
Areas of finance like Premium Finance solutions, Crypto, and Mortgages. We work in every aspect of finance or are partnered with someone who can help. Let's find a way to work together with your financial team to grow and protect your legacy.
Insurance Services
From protecting your business, real estate and personal assets, to protecting the lives of those you love. We handle all aspects of insurance. We also work in the Infinite Banking space, working with Indexing strategies to grow wealth exponentially and protect wealth for your legacy.
Let’s Build Your Financial Future Together
“Partner with Forgemark to grow wealth, protect your legacy, and receive a personalized financial strategy designed for lasting success.”
Customized wealth strategy aligning goals, lifestyle, and lasting legacy.
Expert professionals protect assets, build secure multigenerational wealth.
Seamless onboarding delivers clarity, actionable strategies, and confidence.