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.
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!
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!
Access our expert articles, videos and more, all poised to help you in your pursuit of financial success.
How 2025 Retirement Changes Impact Your Nest Egg
Big changes are coming to retirement planning in 2025, and they could have a major impact on your financial future. With tax laws shifting, Social Security rules evolving, and contribution limits increasing, now is the time to take a closer look at how these updates might affect you. Whether you're Read More
The Widow Tax Penalty: What It Means & How to Prepare
Losing a spouse is one of life’s most difficult transitions, both emotionally and financially. Among the many adjustments that come with this loss, one challenge often catches surviving spouses off guard: the “Widow’s Penalty.” In this article, we’ll look at what this penalty entails, how it impacts your tax bill, and Read More
Year-Round Tax Planning to Reduce Stress & Save More
As February comes to a close, many people are gearing up for April’s tax deadline. But while tax season itself may be an annual event, the financial decisions you make throughout the year can greatly influence your financial well-being. Without ongoing planning, you might miss saving opportunities and face 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 won’t be the same as someone else’s. 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
