Ironwood Wealth Management, LLC. Email Format

Investment ManagementArizona, United States11-50 Employees

Ironwood Wealth Management, LLC is an independent investment advisor registered with the SEC that provides comprehensive financial planning for individuals and institutions. Based in Chandler, Arizona, the firm helps retirees and those nearing retirement translate their nest eggs into a dependable income stream and addresses complex topics such as estate planning, employer-sponsored retirement plans, and individual retirement plans. It collaborates with CPAs and attorneys to integrate tax savings and estate planning into clients' plans, reflecting a holistic approach and a small to mid-sized operation.

The firm follows a disciplined wealth management process that begins with an Investment Policy Statement for each client, determines asset allocation based on goals, and selects securities using both passive and active approaches. Ongoing portfolio monitoring and strategic rebalancing are conducted to maintain alignment with evolving needs.

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