Our mission is to cultivate a productive and enduring relationship with each client that is built on wise counsel, mutual trust, effective communication and first-class service. We are here to guide and serve.

• Our Specialization
  While we work with clients from all walks of life, for over 30 years Old Forge Wealth Management has specialized in helping families and small businesses effectively plan their financial future and manage their investments and insurances well. We have worked closely with employees and pre-retirees of the U.S. Government, Verizon, UPS, Electric Boat, and Amica Insurance, among many others. 

  *Prior to November 2022, advisory services provided through Old Forge Financial, a dba name under LPL Financial, LLC. Advisory services were provided through LPL Financial, LLC.

• Our Culture
  Our inspiration is to be a great service team. Though we have separate functions, when needed each team member will eagerly step outside the ordinary role in pursuit of a favorable team result, which is a well-pleased client.

• Our Commitment
  Our commitment to clients is to continually invest in our own knowledge and expertise. Our Standard of Service and fiduciary* status mean we put client interests above our own at all times. 

  *In an advisory capacity for advisory accounts

• Our Team Members
  Realizing a company is only as good as its people, every team member at Old Forge Wealth Management embraces our company philosophy, purpose, mission, culture, and commitment. Meet the team!