Who We Are
Our Mission
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!
Meet the Team
Shaun T. Scott
AIF®, CLTC®, LPL Registered Principal
As founder of Old Forge Wealth Management and with over 30 years in the business, Shaun Scott has provided customized retirement planning, tax and estate planning, and investment advisory services for hundreds of clients in over a dozen states and internationally. As an independent, fee-based financial advisor, Shaun acts as fiduciary* for his clients, legally representing their financial interests. He also encourages and coordinates ongoing communication with his client's estate planning attorney and tax advisor, so their mutual clients can be better served.
Shaun is happily married to Debra Scott, the daughter of Nebraska farmers. He is an active member of Quidnessett Baptist Church since 1996, and has served with Gideons International and as volunteer athletic director for Aquidneck Island Christian Academy. Shaun is an avid, year-round vegetable gardener and winter mountaineer.
Education:
Hartwick College, B.A. in Economics
Specialization:
Comprehensive Financial Planning
Investment Advisory
Retirement Planning
Tax Planning
Social Security Planning
Estate Planning
*In an advisory capacity for advisory accounts
Susan Ambrosino
Operations Specialist
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. Susan enjoys spending time with her two sons, the arts and nature.
Jennifer Carreiro
Administrative Assistant
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.
Jennifer is married with three children, and enjoys supporting her daughter compete in cheerleading, her son in premiere soccer, and family time on the water.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2022 Five Star Wealth Managers.