Irontree Wealth Management is a full-service wealth management firm. The core of our service
offering is portfolio management for individuals, small businesses, corporations, trusts
and estates. Our unique approach involves tailored investment advice coupled
with portfolio construction, implementation and ongoing goals-based
monitoring of the portfolio.
As part of our individualized process, we utilize academically-based investment
strategies designed to improve the likelyhood of realizing a specific goal while
minimizing the risks that are within our control. Most of our portfolios are constructed
using best-in-class, low cost mutual funds but may also include individual securities,
tailored to the needs of the client.
In addition to our core service offering, we provide many other services as a complement
to our financial planning services. Many of these services are offered in conjunction
with the portfolio management service but may be offered individually as well. These services
include insurance (property & casualty as well as life, health and commercial lines),
estate planning, debt and cash flow analysis, asset allocation reviews,
Social Security/Medicare planning, and retirement
For an in-depth conversation about our distinctive approach,
please contact us anytime via telephone or email.
We always welcome the conversation.