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Timothy Denehy
Tim Denehy is a CERTIFIED FINANCIAL PLANNER™ who has over thirty years of experience in the trust and financial services industry. Tim works directly with injured plaintiffs and their families to develop comprehensive settlement plans designed to manage and protect a lawsuit recovery.
Prior to joining Advocacy Wealth Management, Tim served in a variety of positions at large banks and mid-size trust companies including as a trust consultant, trust officer, and as an estate settlement officer.
Tim completed the National Graduate Trust School program at Northwestern University in 1998, received his Certified Structured Settlement Consultant (CSSC) designation in 2003, and received his CERTIFIED FINANCIAL PLANNER™ designation in 2013.
Tim is a graduate of the College of the Holy Cross in Worcester, Massachusetts where he received a degree in Political Science and participated in the Navy ROTC program. He subsequently served as a Surface Warfare Officer in the United States Navy. Tim resides in Connecticut with his wife, Barbara, and two children, Mary and Jack.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
Securities and insurance products are NOT
insured by the FDIC, nor by any other Federal or state government agency, are NOT
a deposit of and are NOT
Guaranteed by a bank or any bank affiliate, and MAY
lose value.
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are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
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All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.
International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.
Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.
High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.
Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.
Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.
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