Ironwood Wealth Management, Inc.

About Ironwood Wealth Management, Inc.

<p>From its base in Chandler in the Phoenix metro area, Ironwood Wealth Management, Inc. works with high-net-worth individuals and business owners on long-term financial decisions. The firm is a registered investment advisor and also maintains a branch office in Laguna Niguel in Orange County, California.</p> <p>Ironwood’s work covers financial planning and investment management, with support around retirement planning, education planning, estate planning, and tax planning. The team brings decades of combined experience and uses a proactive planning process that starts with a client’s goals and cash-flow needs, then builds a portfolio and ongoing management plan around them.</p> <p>Ironwood is a fee-only <a href="/plan-advisors">plan advisor</a>, which means its compensation comes from client fees rather than commissions. One point that sets the firm apart is its willingness to challenge standard investment assumptions as it builds portfolios focused on wealth growth and preservation.</p> <p>Ironwood Wealth Management is a member of Advisory Services Network, LLC. Tax advisory services are offered through Locke &amp; Welsh, PC.</p> <ul> <li>Registered investment advisor; fee-only compensation model</li> <li>Offices in Chandler, AZ (HQ) and Laguna Niguel, CA</li> <li>Financial planning and investment management for individuals and businesses</li> <li>Retirement, education, estate, and tax planning support</li> <li>Affiliations: Advisory Services Network, LLC; tax services via Locke &amp; Welsh, PC</li> </ul>

Website: https://www.ironwoodmgmt.com/