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Old Forge Wealth Management
Old Forge Wealth Management, LLC is a Registered Investment Advisor (RIA) offering fiduciary financial planning and investment services. The firm helps...
Overview
Old Forge Wealth Management, LLC is a Registered Investment Advisor (RIA) offering fiduciary financial planning and investment services. The firm helps families and small businesses plan their financial future through services including investment management, retirement planning, education planning, tax planning, estate planning, long-term care planning, and small business guidance.
General information
Firm type
Multi Family Office
Location
Region
North America
City
Warwick
Principals
Shaun Scott
Sector focus
Frequently asked questions
What investment stages does Old Forge Wealth Management typically target?
The firm has not publicly communicated a preferred investment stage or asset-class mix. Without disclosed strategy or portfolio holdings, its stage focus — if any — is unknown.
Does Old Forge Wealth Management participate in direct deals or only fund commitments?
No public information exists regarding whether Old Forge participates in direct investments, co-investments, or fund commitments. The firm's investment structure is not documented in available sources.
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