Ironwood Wealth Management
Investment Management • 
Chandler, Arizona, United States • 11-20 Employees
Company overview
| Headquarters | 3100 W Ray Rd, Suite 301, Chandler, Arizona 85226, US |
| Phone number | +18004670480 |
| Website | |
| NAICS | 5231 |
| SIC | 874 |
| Keywords | Risk Management, Retirement Planning Strategies, Wealth Management, Investment Management, Tax Planning Strategies, Estate Planning Strategies, Employer Benefit Planning |
| Founded | 2006 |
| Employees | 11-20 |
| Socials |
Key Contacts at Ironwood Wealth Management
Rick Wagner
Director Of Advisor Training And Development, Senior Wealth Advisor
Tim Carder
Tax Director
Ironwood Wealth Management Email Formats
Ironwood Wealth Management uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@ironwoodwm.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@ironwoodwm.com | 55.6% |
{first name}{last name} | johndoe@ironwoodwm.com | 27.8% |
{last name}{second initial} | doeo@ironwoodwm.com | 11.1% |
{first initial} | j@ironwoodwm.com | 5.6% |
About Ironwood Wealth Management
Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their "Nest Egg" into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients. We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.
Ironwood Wealth Management revenue & valuation
| Annual revenue | $11,500,000 |
| Revenue per employee | $571,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $36,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Ironwood Wealth Management has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Ironwood Wealth Management has never raised funding before.
Ironwood Wealth Management Tech Stack
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Netherlands
Spain
Israel
Germany
Frequently asked questions
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