Ironwood Wealth Management
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. As a Registered Investment Advisory (RIA) firm, we enjoy helping retirees and pre-retirees with the complexities of turning their "nest egg" into a reliable and lasting income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients.
We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With an in-house Chartered Financial Analyst® Charter Holder, CERTIFIED FINANCIAL PLANNER™ Practitioners and collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings strategies and estate planning solutions.
We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.
The journey begins with an initial complementary consultation in our office where we will get to know each other and identify your specific financial planning needs. We look forward to hearing from you!
Ironwood Wealth Management suggests its services to portfolios of $250,000 and above.