Old Forge Wealth Management, LLC

Old Forge provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients), trusts, estates, businesses, corporations, and retirement plans, and acts as a fiduciary to its clients. In addition to portfolio management, the firm offers standalone financial planning (fixed‑fee) and hourly planning engagements, and provides retirement‑plan advisory services (including 3(21) support); clients with accounts over $150,000 can receive Black Diamond reporting with batch trading and auto‑rebalancing.

The firm’s investment approach is generally long‑term and informed by both fundamental and technical analysis, with portfolios constructed primarily from ETFs and diversified mutual funds but incorporating individual stocks and bonds as appropriate to client objectives. Accounts are managed on a discretionary basis with continuous monitoring, formal reviews at least annually, and custody/execution typically directed to an institutional custodian via an established Schwab relationship; advisory fees are calculated on a percentage‑of‑assets basis and billed quarterly in advance.

What distinguishes this firm from many peers is its unusually high client load per advisor — the firm reports roughly 244 clients served by a single advisor while managing about $99 million in discretionary assets — a structure that may influence service capacity and workflows. The firm also discloses other business activities of its principal (licensed insurance sales, notary services, ownership of rental properties and other small businesses) and a resolved registration lapse with Massachusetts (consent agreement and administrative fine), items the firm identifies and addresses in its policies as potential sources of conflicts.