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At Ironwood Wealth Management, we provide all the financial planning services you need, uniquely tailored to your individual circumstances.
"Iโve been with Cean and the crew at Ironwood Financial for quite a few years and am now retired. Without them, I donโt know how I could have handled my investments and financial decisions. Their attention to detail, communication, and great advice is a godsend. Also, their webinars are very informative and up-to-date, even though a bit of it is over my head. They are absolutely top-notch! Cheers."
Jonn
Ironwood Client*
"My wife and I began with Ironwood WM approximately 17 years ago, since that time our portfolio has grown and been invested to our advantage. The staff at Ironwood is very knowledgeable and keep the clients informed on their investments and what to expect in the future. They meet with their clients regularly and also provide a Webinar quarterly for insight into the market and the investment strategy. Excellent firm and very knowledgeable advisors and staff. "
Don R
Ironwood Client*
"Impressive work by Craig Moore - for many years now - in wealth management - came to Ironwood with a jumble of assets, 401K(s) and more - for consolidation and growth - spouse and I early 60's and still working - Craig has impressed us with attention to detail, probing questions for goal setting, creative options, out of the box thinking, creating and maintaining a short, medium and long term plan - overall we used ~30% of our initial portfolio and yet the overall balance has grown - now once he did caution us about buying a boat - but hey that's his job! The Ironwood Tax department has also done great for us. So if you're tired at trying all this yourself - and realize you're not very good at it - then highly recommend a pro like Craig !"
Mark B
Ironwood Client*
"I'm grateful I chose Ironwood Wealth Management to manage my investments and help me with my estate planning and taxes. Their attention to detail and Indvidual attention I get far exceeds my expectations. I highly recommend them."
Jason D
Ironwood Client*
"I've been working with Cean Rogers at Ironwood Wealth Management since my retirement in 2008. The decision to chose the Ironwood team has proven to be an excellent choice. They created a comprehensive financial plan with an approach based upon our risk comfort and financial requirements. Cean and staff are knowledgeable, helpful, and friendly. Their financial management suggestions and decisions with our portfolio has resulted in a very positive outcome throughout the years allowing us to maintain our present and future security. It's great to work with a team that gives you the opportunity to relax and enjoy retirement."
Galen S
Ironwood Client*
"We were completely clueless when it came to our investments before engaging Rick Wagner at Ironwood Wealth. He sat patiently with us to walk thru our retirement plans. I think our first session was a couple hours of getting to know us, our goals, our level of risk. Then they went to work. We wanted them to manage it all to get us toward our goal. We are almost there and couldnโt get this far without them. We could not do what they did or will do for us. 150% worth it now and for our retirement years! Ten stars!!!"
Felicia S
Ironwood Client*
"My husband and I have been clients of Ironwood Wealth Management (IWM) since 2018. We started working with Rick Wagner as our financial advisor with Craig Moore as the backup. I really like the idea of having the backup person so if Rick is unavailable the other person can step in. Rick is a man we truly trust to manage our portfolio. He always explains to us what is going on. He looks out for the client. Also, the staff of IWM is very helpful, courtesy and show that they care. I would recommend IWM to everyone."
Kathy & Tom
Ironwood Client*
*This statement was provided by a current client in response to a request by Ironwood Wealth Management for feedback. No cash or non-cash compensation was provided in exchange for the statement. Aside from our client-advisor relationship, we donโt believe that there are any material conflicts of interest arising from our relationship. Results may not be typical of all investors.
Youโve worked hard and saved harder. See your diligence and discipline pay off with Ironwood Wealth Managementโs thoughtful, expert approach to financial planning and financial well-being.
Your financial life, managed with care.
Youโve worked hard and saved harder. See your diligence and discipline pay off with Ironwood Wealth Managementโs thoughtful, expert approach to financial planning and financial well-being.
Better Planning
You want a cohesive picture of your future. We help you put all of your financial puzzle pieces together, to give you a clear picture of where you are today and where youโll be tomorrow.
Better Relationships
You need a planner who understands your goals, and who you are as a person. Let us be your financial coach, teacher and confidant.
Better Future
We do the heavy lifting so you can enjoy life to the fullest. Let us make your life easier!
You want a cohesive picture of your future. We help you put all of your financial puzzle pieces together, to give you a clear picture of where you are today and where youโll be tomorrow.
Better Relationships
You need a planner who understands your goals, and who you are as a person. Let us be your financial coach, teacher and confidant.
Better Future
We do the heavy lifting so you can enjoy life to the fullest. Let us make your life easier!
Access our expert articles, videos and more, all poised to help you in your pursuit of financial success.
Secure 2.0: Whatโs New in 2025?
Retirement planning regulations are always evolving, and staying up to date with these legislative changes is essential for securing your financial future. Some significant upcoming shifts include the SECURE 2.0 Act, which will introduce new provisions in 2025 and, with it, new opportunities and considerations. Hereโs what you need Read More
The Unified Credit: Upcoming Changes You Need to Know
Navigating estate planning can be challenging, especially when it comes to understanding complex tax regulations and saving opportunities. One critical aspect that demands attention right now is the unified credit against estate taxes, also known as the lifetime gift and estate tax exemption, which determines how much of your Read More
Charitable Giving Tax Strategies: Maximize Your Donations
As we head into the final months of 2024, many people feel inspired to give back to their communities and support causes they care about. While the holiday spirit is often the driving factor behind this generosity, strategic charitable giving can also provide significant financial benefits, helping you reduce your Read More
How do we create your plan?
Before we even start on a financial plan, we work with you to understand your goals, family, lifestyle and more. This process allows us to deliver a personalized, relationship-based approach to creating your plan.
Before we even start on a financial plan, we work with you to understand your goals, family, lifestyle and more. This process allows us to deliver a personalized, relationship-based approach to creating your plan.
Every investor is different. We understand that your situation wonโt be the same as someone elseโs. We add value by providing relationship-oriented, personalized services that you can trust.
*This rating was published in December 2022, this rating is based on data collected throughout each quarter and will be refreshed at the start of every new quarter
