The Value of Advice

How do we bring value?
We focus on our relationship with you.

Every investor is different. Different family circumstances, different retirement goals, different comfort levels of investment styles.ย ย 

What does not change from investor to investor is the need to have value delivered by their financial advisor.ย 

What does value look like?ย 

Industry studies estimate that professional financial advice can add between 1% and 4%* of economic value per year. But itโ€™s not just about portfolio outcomes. We also bring value through a relationship-based approach that, in essence, seeks to make your life easier and as fulfilling as it can possibly be.ย 

Hereโ€™s how a relationship with us can provide value and improve outcomes.ย 

  • We help you sort through the complexities of financial planning and wealth management.ย 
  • We offer a holistic approach that takes your goals and desires into account, at every phase of your planning.ย 
  • We help you articulate, define and refine your financial goals.
  • We use proven financial planning expertise and technical strategies to help you reach those goals.
  • We earn your trust through transparent, industry-accepted best practices.
  • We offer all the services you need to save you time and effort, including comprehensive financial planning, portfolio management, tax strategies and services, small business strategies and services, and more.ย 
  • We can coach and confirm your financial and investment decisions and provide alternative paths to success.ย 
  • We can offer peace of mind, particularly when you want to ensure your spouse and children will be taken care of.ย 

Whether youโ€™re a busy professional or business owner with little to no time to spend managing your financial affairs, youโ€™re seeking coaching and accountability to meet your objectives, or you want a team to manage your money better than you feel you are equipped to do on your own, reach out to find out more about our approach and how we can bring value, whatever your situation.ย 

*Resources:ย 

https://www.vanguard.com/pdf/ISGQVAA.pdf

Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Ironwood Wealth Management), will be profitable, or equal any historical performance level(s).

*Please Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Ironwood Wealth Management), will be profitable, or equal any historical performance level(s).

"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*

"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*

"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*

"Iโ€™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. Iโ€™m comfortable in knowing they have my financial interests as their main priority and they keep me informed of such. Itโ€™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*

"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 couldnโ€™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 donโ€™t believe that there are any material conflicts of interest arising from our relationship. Results may not be typical of all investors.

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