Old Forge Wealth Management's mission is to cultivate lasting partnerships with our clients through reliable advice, clear communication, and dedicated service. For more than 30 years, we’ve specialized in working with families and small businesses, helping them plan their financial futures, manage investments, and arrange appropriate insurance coverage. Our commitment is to guide clients with a personalized approach, ensuring they have the right tools and knowledge for their financial journey.
Our team is driven by a commitment to continual learning and excellence in service. We invest in our expertise and professional development to bring clients the most current and effective solutions. By being a trusted partner, we aim to empower clients to achieve their financial goals confidently, knowing they have reliable support every step of the way.
Our team is driven by a commitment to continual learning and excellence in service. We invest in our expertise and professional development to bring clients the most current and effective solutions. By being a trusted partner, we aim to empower clients to achieve their financial goals confidently, knowing they have reliable support every step of the way.
Details
- Year established: 1996
- Licensed
- Insured
Highlights and features
- Investment Management, Small Business Retirement Plans, Tax Planning, Long-Term Care Planning, Financial Estate Planning, Retirement Income Planning, Wealth Management Services, Financial Advisory Services
Payment methods
- Debit cards
- Credit cards
Services
Rising inflation, longer lifespans, and potential tax increases create significant obstacles for modern retirement planning. Our A3 Process is designed to guide clients through these complexities, turning retirement goals into achievable plans. Our approach includes evaluating income allocations, tax-advantaged plan options, Social Security timing, and income strategies to maximize retirement benefits. Investment Management
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Our customized investment portfolios are crafted with careful research to suit diverse client objectives and risk levels. We offer proactive management with scheduled reviews, consistent rebalancing, and fast responses to client inquiries. Long-Term Care Planning
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Rising costs of skilled care in later life can significantly impact retirement plans and estates for many Americans. As a Certified Long Term Care Specialist, Shaun T. Scott, CLTC, assists clients in understanding the role Long Term Care (LTC) plays in their Principal Family Plan (PFP), and provides insight into the costs, benefits, and features of various LTC options. Based on each client’s unique needs and goals, we guide them in selecting the most suitable plan, securing the right benefits while minimizing costs. Estate Planning
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Proper planning is crucial to prevent family disputes, reduce bureaucratic delays, and minimize estate taxes. We work closely with clients and their estate and elder law attorneys to ensure that all important documents are up to date and that each beneficiary-eligible account includes both primary and contingent beneficiaries. Education Planning
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The high cost of college can lead to major withdrawals from your investment accounts or untimely home equity loans without early planning, putting retirement at risk. We’ll help you develop an education plan that fits your financial goals and aligns with your Principal Family Plan, ensuring a secure approach to both education and retirement. Tax Planning
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Our experts clarify how different financial decisions—like investments, distributions, and loans—affect your taxes this year and for the future as part of your Principal Family Plan. We support proactive tax planning by keeping you and your tax preparer informed on these impacts, helping you make more informed choices. People
Shaun T. Scott
AIF®, CLTC®, Fiduciary Wealth Manager
With over 30 years of experience in the financial industry, Shaun Scott, founder of Old Forge Wealth Management, has dedicated his career to helping clients achieve their financial goals through personalized retirement planning, tax and estate planning, and investment advisory services. Shaun’s firm supports a diverse client base across multiple states and internationally. As an independent, fee-based financial advisor, Shaun operates with a fiduciary duty, ensuring his clients’ interests are always his highest priority. He brings a personalized approach to financial planning, focusing on each client's unique needs and aspirations, and adapting strategies to suit them best.
Susan Ambrosino
Project Manager
From 1988 until joining Old Forge Wealth in 2020, Susan worked for 26 years and retired from the United States Postal Service. She then became licensed with Series 7, Series 63 and Life Accident & Health, working as a Financial Professional at AXA Advisors.
Her responsibilities are critical to the Old Forge Wealth’s mission and include all aspects of operations of clients’ accounts.
Her responsibilities are critical to the Old Forge Wealth’s mission and include all aspects of operations of clients’ accounts.
Jennifer Carreiro
Office Manager
Jennifer joined Old Forge Wealth Management in 2021 from the finance department at Renewal by Andersen to fill critical service roles. She is a primary point of contact for existing and on-boarding clients in the front office, while providing integral project and operational support in the back office.
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