Founded in 2001, Ironwood Investment Counsel is a fee-only advisor dedicated to helping clients meet their unique financial objectives. The firm manages over $1 billion for individuals, families, foundations, trusts and retirement plans. Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.
The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. We are dedicated to helping our clients preserve and grow their wealth through a comprehensive advisory approach that integrates tax efficient investment management, cash flow needs, estate planning, charitable intentions, and more.
The firm is dedicated to helping individuals and institutions build consistent and coordinated portfolios that address their unique financial objectives. We are dedicated to helping our clients preserve and grow their wealth through a comprehensive advisory approach that integrates tax efficient investment management, cash flow needs, estate planning, charitable intentions, and more.
Services
We are a technical team of professionals striving to continually improve our knowledge in investments and wealth management to better assist our clients. We strongly believe in professional accreditation. We have encountered a wide array of market and economic situations which better equip us to assist our clients in meeting their goals and objectives.
Ironwood Investment Counsel takes a comprehensive, client-centric approach to investment and wealth management. We first endeavor to understand our clients' overall financial picture through construction of a net worth summary so that objectives are defined in the context of all known assets and liabilities.
Ironwood Investment Counsel takes a comprehensive approach to managing wealth so our clients may achieve their life and legacy goals. We take a comprehensive approach to strategic planning. We consider our clients' short and long-term cash flow needs, as well as their income and estate tax situations in creating a strategic plan aligned with their objectives.
Ironwood Investment Counsel assists our clients in evaluating non-market risks relative to their objectives. We then analyze existing insurance coverage relative to the risks revealed and coordinate specific strategies. We do not sell insurance products. Where appropriate, we may recommend the use of life and disability insurance, long-term care insurance and property and casualty insurance.
Ironwood Investment Counsel believes education costs for dependents represent a substantial liability for some clients. We coordinate comprehensive education funding solutions. We assist our clients by implementing an overall strategy which may include 529 plans, education savings accounts and individual retirement accounts.
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