James A. Lavorgna, Forsyth Wealth., Top Financial Advisor
Menu
Wealth Management
As your Private Wealth Advisor we will serve as stewards of your wealth. We will assist you by employing our 5-Step Collaborative Wealth Process, while working with your existing advisors to strategically manage and develop your Advanced Wealth Management Plan.
Investment Management
Our Investment Team will work on your behalf to design an investment plan that incorporates a realistic long-term perspective and keeps you informed, up to date and on track.
Virtual Family Office
Simplifying the complex lives of small business owners and their families by eliminating confusion and stress to find a clear path to success and financial wellness. We make wealth simple!
Business Families
Business Families and Family Office Option is for individuals and business families with multigenerational needs. A family office provides personalized focus and control over the financial affairs of the family while providing a formal communication and service framework.
Estate Planning
Our definition of estate planning is to take care of yourself and your family members and give your assets to whom you want, when you want, in the way that you want, with the least amount of fees and taxes.
Second Opinion Service
Our Second Opinion Service provides an objective assessment of your current plan’s ability to alleviate your concerns, achieve your objectives and provide peace of mind.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of “Forsyth Wealth Management, Inc. and our editorial staff and are not to be relied on as legal or tax advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of “Forsyth Wealth Management, Inc. and our editorial staff and are not to be relied on as legal or tax advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.