Why Choose Ironwood WM?

Personalized, holistic financial management is our calling card.

When our founders met in the early 2000’s, they were dissatisfied with the current approaches to financial planning. So what did we do? We banded together in 2006 to devise a better approach and to bring it to clients — to you.

Here’s what sets Ironwood Wealth Management apart and why we think you’ll love to work with our firm:

"I’ve been with Cean and the crew at Ironwood Financial for quite a few years and am now retired. Without them, I don’t 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 couldn’t 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 don’t believe that there are any material conflicts of interest arising from our relationship. Results may not be typical of all investors.

We Are Transparent & Fee-Only

We ditched the traditional sales pitch and quotas after seeing too many clients at our previous firms feel forced to turn to proprietary products and services so their financial advisors could fulfill sales-driven requirements.

We Are Relationship Driven

You take the long view when it comes to investing, and your advisor should take the long view when it comes to building a relationship with you. Our fee-based approach is a win-win for long-term advisor-client relationships.

We Are Client-Experience Focused

We’ve developed an experience for our clients that you won’t find at the large wire houses. With our firm, you’ll know what you’re paying for, and you’ll feel our care from our first handshake to our handling of your portfolio.

We put you first. Because it’s your future.

You Come First

What drives us? You do. You’re the reason we’re in this business, and your needs are our top priority.

Personalized Plans

You’re unlike any other client, so your plan should be unique to you. We’ll learn your goals and concerns, then create a plan to match.

A Stronger Future

The personalized plan we build with you is the cornerstone for a stronger, more secure financial future for you and your family.

LET’S GET STARTED

Let’s get started:

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