Old Forge Wealth Management is committed to building productive, long-lasting relationships with clients based on trusted advice, clear communication, and exceptional service. We are here to provide guidance tailored to each individual, and we serve clients from diverse backgrounds with a special focus on families and small businesses. For over 30 years, we’ve supported our clients in planning for their financial future, managing investments, and securing insurance strategies that meet their unique needs.
Our motivation stems from the goal to be an outstanding support team for every client. We dedicate ourselves to continuous learning and development, ensuring that our expertise is always current and relevant. By investing in our skills and knowledge, we can deliver the highest standard of service, helping our clients reach their goals with confidence and peace of mind.
Business 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
With longer life expectancies, rising inflation, and potential tax hikes, planning for retirement has never been more challenging. Our A3 Process helps clients shape successful retirement strategies tailored to today’s economic environment. We cover key factors including income percentage allocation, optimal tax-advantaged retirement plans, the best timing for Social Security, and reliable income solutions, ensuring a secure future. Investment Management
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We design strategic, diversified portfolios to meet a range of investment goals and risk preferences. Our personalized management approach ensures proactive care, with regular portfolio reviews, account rebalancing, and prompt responses to any account questions. Long-Term Care Planning
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For many Americans, the high cost of skilled care as they age poses a major risk to both their retirement plans and estates. Shaun T. Scott, CLTC, a Certified Long Term Care Specialist, helps clients understand how Long Term Care (LTC) fits into their Principal Family Plan (PFP) and explores the costs, benefits, and features of different LTC options. With a personalized approach, we help clients find the best-fit plan that offers essential benefits at an optimized cost. Estate Planning
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Thorough preparation is key to avoiding family conflicts, delays in processing, and higher estate taxes. Our team collaborates with clients and their estate and elder law attorneys to verify that vital documents are up to date and that all accounts with beneficiary options list both primary and contingent beneficiaries. Education Planning
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The rising cost of college often results in significant investment account distributions or home equity loans when no early plan is in place, which can postpone or impact your retirement. Our team will guide you in establishing an education plan that matches your goals and budget while integrating smoothly with your Principal Family Plan. Tax Planning
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We provide detailed guidance on the tax effects of your financial options, covering investments, distributions, and loans. Our team helps you understand the impact on your current tax return as well as on your broader, long-term Principal Family Plan. We also facilitate tax planning by working closely with you and your tax preparer to ensure clarity and alignment.
People
Shaun T. Scott
AIF®, CLTC®, Fiduciary Wealth Manager
Old Forge Wealth Management, led by Shaun Scott, offers highly personalized financial services in retirement planning, tax and estate planning, and investment advisory, serving clients across the U.S. and internationally. With more than 30 years of expertise, Shaun emphasizes a client-first approach as an independent, fee-based financial advisor and fiduciary, legally committed to prioritizing his clients' best interests. His approach goes beyond advisory by maintaining open communication with each client’s legal and tax advisors, creating a comprehensive and coordinated financial planning experience that aims to fully support each client’s unique financial path.
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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