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(800) 467-0480 - Toll Free

(480) 776-5960 - Phoenix, AZ

(949) 424-6131 - Laguna Niguel, CA

(603) 413-4961 - Portsmouth, NH

Comprehensive Approach

Our Mission

With the utmost ethical standards, Ironwood Wealth Management strives to provide individuals and institutions a high level of wealth management and integrated portfolio guidance.  We aspire to give our clients the financial security and confidence they deserve throughout their lives. 

The Power of a Holistic Approach

Our comprehensive approach is designed to create a plan that helps you achieve your near- and long-term goals. Whether you are looking to grow your existing portfolio, need help to ensure the orderly succession of ownership for a family business, are providing care for an aging family member, or are looking to establish a philanthropic legacy that makes a difference in your community.

How We Work with You

As our client, you will benefit from our hands-on and collaborative relationship that addresses and anticipates your needs. We will follow a disciplined wealth management process that provides a structured approach, while allowing for customization as your situation demands.

When crafting an integrated wealth management plan, we offer expertise in:

  • Financial planning
  • Retirement income planning
  • Tax planning
  • Life & Disability Insurance
  • Business succession
  • Inter-generational wealth transfer
  • Philanthropy