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 ‘Perfection Trap’ vs. the ‘Inversion Deliverance’
A fascinating and slightly unnerving aspect of technological advancement (TA) is the fact that everything ever learned is harnessed for further learning, causing the rate of advancement to accelerate continuously towards eventual parabolic growth. The chart resembles that of long-term compounding returns, and both resemble the bottom right quarter of a circle. A less understood [...]
Powell’s Dilemma and the Key to Wealth-Building Today
It’s unlikely that a battle can be won against a misunderstood enemy. What will swiftly defeat one opponent will be taken and used against you by another. In mid-2021, Jerome Powell proclaimed that surging inflation-the arch enemy of America’s middle class-was transitory. Several regional banks that believed him made large bets on long-dated Treasury bonds [...]
Planning Tiers Critical to Multigenerational Wealth Retention
Managing a productive vegetable garden for longevity is a far more complicated endeavor than most young gardeners understand. Since the four main crop types require different primary nutrients, annual plant rotation must be practiced to deter nutrient depletion. This necessitates an education in companion planting, or the proximate placement of ‘like’ species to save water [...]