Financial Principles & Fiduciary Investment
How can we help you with your financial goals?
Old Forge Wealth offers a variety of fiduciary services to help their clients meet their long term financial goals.
Financial Principles & Fiduciary Investment
How can we help you with your financial goals?
Old Forge Wealth offers a variety of fiduciary services to help their clients meet their long term financial goals.
Honesty, Integrity, and Client-Centric Service
Guiding Our Clients To Financial Success!
What We Do
We invest in prospective clients with a complimentary Old Forge Wealth A3 Evaluation: Assess, Address, Apply.
Why We Do It
Helping people tap into the power of applied financial principles is both purposeful and rewarding!
Who We Do It For
Those who are serious about their finances, and have discovered there’s room for improvement.
Our Services
- Investment Management
- Long-Term Care Planning
- Estate Planning
- Education Planning
- Tax Planning
- Client Education
- Retirement Planning
- Small Business Guidance
We're here to support you. Let's get started.
Take our risk assessment or book an appointment today.
Latest Blogs
The Biggest Risks to a Successful Retirement Income Plan
Mountaineers who fail to identify and effectively mitigate specific risks often become valuable examples for more studious climbers. Just as hypothermia, personal injuries, white-outs, slip-and-falls, avalanches, and crevasse falls threaten the mountaineering expedition, the following hazards endanger an equally challenging endeavor, the Retirement Income Plan. Identify and mitigate the following risks to help improve the [...]
Ten Principles for Wealth-Building
Building wealth is less about luck and more about disciplined principles applied consistently over time. Below are ten foundational principles, each with practical examples to help guide your financial journey. Increase Earning Power Invest in yourself through ongoing education and specialization in your field. Example: An engineer who earns additional certifications may qualify for higher-paying [...]
The Risk of Stagflation in a Rate-Cutting Cycle
A mountain guide can attempt to lead an expedition up a dangerous ascent but cannot force climbers to follow; that requires competence and trust. When the Federal Reserve begins to lower interest rates during a period of persistent inflationary pressure, it risks reviving a specter long thought consigned to the 1970s: stagflation. This toxic mix [...]