Skip to content
800-467-0480|info@ironwoodwm.com
  • Request A Meeting
  • Important Disclosures
Ironwood Wealth Management Logo Ironwood Wealth Management Logo Ironwood Wealth Management Logo
  • Why Choose Us?
  • About Us
    • Our Core Beliefs
    • Our Credentials
    • Our Team
  • Services
    • Comprehensive Financial Planning
    • Portfolio Management
    • Small Business Planning
    • Tax Services & Strategies
    • Charitable Giving
  • Our Approach
    • Our Financial Planning Process
    • The Value of Advice
    • Investment Policy Statement
    • Registered Investment Advisor
  • Resources
    • Blog
    • Web & Seminar Archive
    • Important Disclosure Information
    • Client Relationship Summary
    • Downloadable Guide To Medicare
    • Financial Advisor Comparison Checklist
  • Client Access
    • Client Links
    • What is eMoney?
  • Contact Us
Home 2023jprior@prosperiamarketing.com2025-02-13T15:02:08-07:00

Your financial goals, realized with
Ironwood Wealth Management
PLAN | PREPARE | PREVAIL Get Started

At Ironwood Wealth Management, we provide all the financial planning services you need, uniquely tailored to your individual circumstances.

"I have had an excellent experience with Ironwood Wealth Management. Their professional expertise is truly world-class, making complex financial planning straightforward and effective. The staff is incredibly friendly, always making me feel welcome and valued. I appreciate their extreme transparency. I highly recommend Ironwood for anyone seeking top-notch financial services."

Michael E

Ironwood Client*

"My wife and I have been clients of Ironwood Wealth Management for nearly 10 years, and we couldn't be more pleased with the service we've received. From the very beginning, we've been impressed by the personalized attention and thorough explanations provided by our financial advisor. The team at Ironwood has always taken the time to ensure we understand how our portfolios are being managed and how their strategies are setting us up for a successful retirement. Their expertise in both financial planning and tax preparation has been invaluable to us. We feel confident knowing that our financial future is in good hands, and we appreciate the care and consideration they’ve shown us throughout the years. If you’re looking for a financial advisor who truly puts your needs first, we highly recommend Ironwood Wealth Management."

Chuck M

Ironwood Client*

"Incredible financial management firm with amazingly experienced and helpful advisors -- regular meetings allow us to review our situation (including tax, spending and retirement) on a regular basis."

Gene

Ironwood Client*

"Few things are more important than protecting the financial assets that everyone works so hard for. It is imperative that you have trust and confidence in your financial advisor especially if you are retired. We have been fortunate to have found such a firm with Ironwood Wealth Management. My wife and I have been loyal clients for about 13 years. We have found the entire team to be friendly, honest, reliable, thorough, knowledgeable and professional. The entire team has become an integral part of our overall financial health. We are extremely pleased with the quality of service we receive and in particular, the financial knowledge, expertise, wisdom and skills provided by Ironwood. Our financial future is in their hands and we are not only comfortable with that but grateful. Having been in the financial services business myself for 44 years, I can attest to the level of excellence this firm provides. Thank you Ironwood for all you do."

Steve B

Ironwood Client*

"My wife and I have been with Alex Marek at Ironwood for over 15 years. We came to Alex after he came with a very high recommendation from a relative about him. After meeting and talking to Alex for about an hour, we realized that he was the perfect financial planner for us. Alex and his associates have provided us with expert guidance in every aspect of our financial needs from planning, to tax preparation, to recouping losses from unfortunate financial choices made prior to our affiliation with Alex. As we were nearing retirement, we had some specific travel requirements. Alex made certain that our investments would give us the results we needed, and after 12 years of retirement, it has been exactly that. One the best reviews we can give is that both of our daughters, and their families, are with Alex and Ironwood. Ironwood is a company we value, and Alex Marek is a man we truly trust to manage our investments. All of his advice is preceded by thorough and thoughtful explanations."

Steve S

Ironwood Client*

"I have partnered with Cean and the Ironwood team for over 17 years. The continuous planning, guidance, reviews, and outcomes reached helped me to retire early as planned. The firm always acts with integrity and has pushed my thinking at times to make sure I took advantage of, or was aware of, relevant information to help me make the right decisions to meet goals and objectives. It is a great two-way positive relationship full of learning and accountability."

Dan L

Ironwood Client*

"We have been working with Rick Wagner for several years. He is attentive, innovative and informative. We are very pleased with the way our portfolio is being handled by Rick and his team!"

Mike & Darlene

Ironwood Client*

"Dessa & I had our semi-annual meeting with Rick Wagner on 9/19/24. As usual, Rick was very well prepared to give us a "what's happening" with our overall economy as well as specifics on our accounts."

Jim H

Ironwood Client*

"I’ve been a client of Ironwood Wealth Management for approximately 3 years. My wealth advisor is Rick Wagner. My experience with this firm and my advisor have been beyond stellar. They continually keep me informed of updates and changes. I’m comfortable in knowing they have my financial interests as their main priority and they keep me informed of such. It’s been a pleasure doing business with Rick Wagner and Ironwood Wealth Management."

Billy S

Ironwood Client*

"I have been working with Ironwood Wealth Management for a few years. Everyone I have dealt with at Ironwood has been very professional, polite and available for questions when I have them. Rick, my advisor, is top-notch. He is very knowledgeable and easy to understand. I feel that I have made my share of mistakes throughout my life (e.g., three marriages), but working with Rick and Ironwood is one of the best things I've done. I have a clear understanding of my financial situation and know that I will be retiring comfortably (and soon). Thank you Rick and Ironwood."

Don H

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 don’t believe that there are any material conflicts of interest arising from our relationship. Results may not be typical of all investors.

Comprehensive Planning

Learn More

Portfolio Management

Learn More

Small Business Planning

Learn More

Tax Services &
Strategies

Learn More

Accounting &
Payroll Services

Learn More

Your financial life, managed with care.

You’ve worked hard and saved harder. See your diligence and discipline pay off with Ironwood Wealth Management’s thoughtful, expert approach to financial planning and financial well-being.

Your financial life, managed with care.

You’ve worked hard and saved harder. See your diligence and discipline pay off with Ironwood Wealth Management’s 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 you’ll 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!

Learn more

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 you’ll 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!

Learn more

You: Financially Savvy

Access our expert articles, videos and more, all poised to help you in your pursuit of financial success.

  • Values based budgeting

    Values-Based Budgeting: What It Is & Why It Works

    When most people hear "budget," they picture spreadsheets and strict limits. But at its best, budgeting goes beyond the numbers to align your money with what matters most. Referred to as values-based budgeting, this strategy shifts the focus from where to spend less to how to invest in the things Read More

  • Hand in iPad

    What to Do (and Not Do) During a Down Market

    If you’ve checked the headlines lately, you know the markets have been anything but calm. With renewed volatility, inflation ticking back up, and interest rates easing more slowly than hoped, investors are left wondering: Is this a dip, or something deeper? It’s a familiar but uncomfortable pattern, one that underscores Read More

  • Mistakes High-Earners Make When They Skip the Basics of Wealth Management

    Mistakes High-Earners Make When They Skip the Basics of Wealth Management

    The more success you achieve, the easier it is to assume you’ve outgrown the basics. After all, you’re building wealth, you’re investing, you’re working with advisors. Isn’t that the point? But here’s what our financial advisors see time and again: even financially savvy individuals sometimes overlook the fundamentals that hold 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.

Learn More

How do we determine asset allocation?

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.

Learn More

How do we provide value?

Every investor is different. We understand that your situation won’t be the same as someone else’s. We add value by providing relationship-oriented, personalized services that you can trust.

Learn More

Let’s get started:

  • By providing your contact information, you consent to being contacted by Ironwood Wealth Management via phone calls and email regarding your inquiry. We respect your communication preferences, and text messages will only be sent if you specifically request them below. Your personal information will be kept confidential and will not be shared with third parties. You may opt out of receiving communications at any time by contacting us directly at info@ironwoodwm.com. View our Privacy Policy.
  • By providing your contact information, you consent to being contacted by Ironwood Wealth Management via phone calls and email regarding your inquiry. We respect your communication preferences, and text messages will only be sent if you specifically request them below. Your personal information will be kept confidential and will not be shared with third parties. You may opt out of receiving communications at any time by contacting us directly at info@ironwoodwm.com. View our Privacy Policy.

Best Financial Advisors in Chandler 2023*

*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

Learn More

Contact Info

Phone: 800-467-0480

Fax: 480-776-5961

Email: info@ironwoodwm.com

VISIT

Corporate Headquarters
3100 W. Ray Rd.
Suite 301
Chandler, AZ 85226

Branch Office
30011 Ivy Glenn Drive
Suite 208
Laguna Niguel, CA 92677

Privacy & Legal

Disclosure

Privacy Policy

Client Relationship Summary

Messaging Terms & Conditions

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Please review Important Disclosure Information set forth in the Important Disclosure Information section of this website.


Copyright 2025 Ironwood Wealth Management | All Rights Reserved | Built by Prosperia Marketing

Page load link
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
0
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
0
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Contact Us Today!

Contact Us

  • By providing your contact information, you consent to being contacted by Ironwood Wealth Management via phone calls and email regarding your inquiry. We respect your communication preferences, and text messages will only be sent if you specifically request them below. Your personal information will be kept confidential and will not be shared with third parties. You may opt out of receiving communications at any time by contacting us directly at info@ironwoodwm.com. View our Privacy Policy.
  • I agree to receive text messages from Ironwood Wealth Management at the phone number provided. Standard messaging rates may apply. I understand that I can opt out of text messages at any time by contacting Ironwood Wealth Management.

Go to Top