Old Forge Wealth Management, LLC

Overview

Old Forge Wealth Management, LLC is an independent, individually owned wealth advisory firm organized as an LLC that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are charged as a percentage of assets under management and via hourly billing for select services. Old Forge reports state registrations in Florida, Massachusetts, Nebraska and Rhode Island. The firm does not describe itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices