OLD FORGE WEALTH MANAGEMENT, LLC

Overview

Old Forge Wealth Management, LLC is an independent registered investment adviser concentrating on individual and family clients. The firm combines financial planning and discretionary portfolio management with hourly advisory work, serving both standalone households and small-business retirement needs. Investment preference tilts toward publicly traded equities — exchange-traded instruments make up the largest single slice of assets — with active use of third-party managers for alternative exposure. Portfolio construction appears centered on equity-heavy allocations supplemented by mutual funds and targeted alternative exposure in hedge funds and real estate. The firm offers pension consulting services alongside its client-facing planning and management work, suggesting it can build portfolios that accommodate both taxable household accounts and plan-level objectives. Old Forge is not active in ESG-focused mandates and operates as a single-state, owner-operated independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices