IW
Ironwood Wealth Management LLC
Ironwood Wealth Management : des plans clairs et personnalisés pour une retraite en toute confiance.
4.4
Business
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Ironwood Wealth Management : des plans clairs et personnalisés pour une retraite en toute confiance.
Ironwood Wealth Management LLC offre à ses clients de Chandler une planification financière personnalisée et une gestion de patrimoine. L'équipe est reconnue pour ses conseillers professionnels et compétents, des frais transparents et des mises à jour en temps utile. Les clients apprécient la planification de la retraite, les services fiscaux et des revues trimestrielles régulières avec des conseillers tels que Rick, Craig Moore et Alex Marek.
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Gestion personnalisée des portefeuilles d'investissements, y compris les fonds mutuels, les ETF et les actions, avec des stratégies alignées sur votre tolérance au risque et vos objectifs.
Planification complète de la retraite, y compris des stratégies de revenu, l'optimisation de l'épargne et des évaluations de la sécurité financière à long terme.
Revue et planification fiscales annuelles pour optimiser l’efficacité fiscale, identifier les économies potentielles et aider à effectuer les rectifications ou les déclarations fiscales.
Analyse approfondie et plans personnalisés pour vous aider à atteindre des objectifs financiers spécifiques, allant de la croissance de votre patrimoine à la préservation du capital.
Réunions et mises à jour trimestrielles pour examiner la performance du portefeuille, ajuster les stratégies et s'assurer de l'alignement avec vos besoins financiers évolutifs.
Note globale
Stephen Dausch
I was a client of Ironwood for about a year plus . During this time we had a number of discussions with them regarding their selection of mutual funds and other equities for my portfolio. I became convinced that we were not on the same page. I conveyed that i was willing to take on more risk and wanted exposure to Nasdaq listed stocks and etfs. And some tech holdings. However their off site investing team would not go my way. They made one or two moves my way at my insistence. But the vast majority of holdings were in very conservative equites that trailed the broad market . They felt any stock with a higher P/E should be avoided like the plague. Yes they are good at communication, regular reviews, data analysis. But if your looking to grow your wealth, you need a balanced portfolio including Nasdaq positions. if you are looking to preserve capital, then maybe OK with their philosophy. I wanted more, but couldnt get it at Ironwood
NAOMI WEEKS
Ironwood Wealth Management’s team is knowledgeable and takes the time to understand our financial goals. They offer solid advice on investments and helped us create a personalized plan. Communication is a strong point; they keep us in the loop with regular updates and are quick to answer our questions. I appreciated their transparency about fees and performance. Overall, We feel more confident about our financial future thanks to their support. We'd recommend them to anyone looking for guidance in managing their wealth.
Don Hall
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.
klmannes Mannes
Ironwood Wealth Management rocks! They manage my retirement funds and I feel completely secure in my investments and my retirement strategy. They take the time to meet with me personally every quarter - twice in person - to review the strategy and the message consistently remains positive. They go above and beyond to meet all of my needs and I can count on the entire team to be extremely responsive, professional and available for any questions or help needed. For example, I provided my 2023 taxes for their information and upon review, my advisor, Alex Marek (the best there is!) realized i had made a mistake, resulting in an amendment and money owed to me! I can't say enough about how pleased I am with the Ironwood team, how happy i am with the services provided and my ability to enjoy my retirement with financial security because they are managing my funds!
Mark Berry
Ironwood - specifically - Craig Moore for such great work and peace of mind he gives us. We’re just starting our 60s and moving into as much adventure as we can - without having to micro manage our portfolio. Overall it is still dawning on me that our starting portfolio of "1.0" plus or minus has been sustained while we dipped in for "0.4" plus over the past years. With reduced income, student loans, a van payment and fun money too! I appreciate Craig’s high attention to detail, very positive attitude and creativity! Ironwood's annual tax service is great too!
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