# Old Forge Wealth Management

Old Forge Wealth Management is a Multi Family Office based in Warwick.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Warwick
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** oldforgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/shauntscott

## Regulatory record

- **CRD number:** 323417
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323417

## About

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.

## Sectors

- Private Wealth Management
- Financial Planning
- Investment Advisory

## People

- Shaun Scott

## Questions

### Who runs investment decisions at Old Forge Wealth Management?

Old Forge Wealth Management has not publicly named any investment principals, CIOs, or managing partners. The firm's leadership structure is not disclosed in public records or regulatory filings.

### 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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Last updated: 2026-08-11T15:07:41.444Z

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