Broker Check

1702 E. Highland Ave., Suite 204, Phoenix, AZ 85016

847-921-9233
tor@ironwoodfamilywealthadvisors.com

Where Wealth Finds Its Deep-Planted Roots

Like the Ironwood tree, our guidance runs deep through life’s seasons, helping you simplify financial decisions, care for loved ones, and carry your family’s story into the future.

Get Started Today
Guidance That Stands The Test Of Time

Guidance That Stands The Test Of Time

Ironwood was built to last. Independent and fiduciary by design, we work across generations, helping you simplify complexity, grow strategically, and create a legacy that lives well beyond today.

Clarity For Every Corner Of Wealth

Your financial life is more than numbers. It’s choices, opportunities, and responsibilities. From retirement planning and tax strategies to succession and employee benefits, we offer responsive, impartial guidance for both families and businesses. With Ironwood, you gain partners who understand your world and simplify it with care.

Personal Services
Business Services

The Clients Who Count On Ironwood

When your finances are in order, life opens up. With comprehensive financial planning and wealth management solutions, we help you put the right pieces in place so you can focus less on money and more on the life you’ve worked hard to create.

  • Significant wealth creates complex decisions. We simplify tax planning, investment management, and estate strategies so you can protect assets, reduce burdens, and enjoy more of the lifestyle your success was meant to provide.

  • Between clients, patients, and deadlines, your time is limited. We work with professionals of all kinds, with a special focus on healthcare, to streamline benefits, compensation packages, and investment planning, helping you grow wealth while freeing your energy to enjoy the life you’re building.

  • Stock options, bonuses, and insurance can overwhelm even seasoned leaders. We act as your personal CFO, aligning investments, retirement planning, and risk management into one cohesive plan, to help you stay on course.

  • You’ve worked hard to get here. We create income strategies, optimize Social Security, and manage healthcare and long-term care costs, so retirement is about living the life you imagined, not second-guessing the numbers.

  • Running a business can consume everything. We help you balance work with personal goals, protect your wealth, and prepare for the day when it’s time to step back. You can focus on running the business without neglecting your future.

  • Your mission relies on strong people. We design retirement plans, employee benefits, and investment strategies, so your organization can recruit, retain, and serve effectively, while you focus on leading with impact.

  • Divorce, loss, or sudden change can leave life unsteady. We provide compassionate planning, investment guidance, and financial education, helping you regain control, reduce stress, and rebuild confidence for the future you want to create.

Spend Your Time Enjoying Life, Not Managing Wealth

Schedule A Meeting

What To Expect From Our Partnership

Our financial planning and wealth management process is more than steps. It’s a relationship. Every stage is handled with transparency, responsiveness, and care, so you always feel supported and understood.

  1. How do we start?

    We begin with a conversation about your goals, family, and lifestyle. You’ll complete a Nitrogen risk assessment, giving us insight into how you view risk and how your wealth should be managed. Then, every step of your wealth management plan will be tailored specifically to you.

  2. What happens if we decide to work together?

    We gather the details, including investment accounts, tax returns, benefits, and estate documents, to build a full picture. This step creates clarity and allows us to spot opportunities and gaps unique to your situation.

  3. How is my financial plan designed?

    Using that information, we create a custom financial plan and investment strategy. We focus on after-tax returns, risk-adjusted allocations, and solutions aligned with your values and goals, not pre-packaged financial planning models.

  4. What does implementation look like?

    We walk through every recommendation together, answer questions, and move forward only when you’re confident. From portfolio construction to estate strategies, everything is transparent, tailored, and built to simplify your financial life.

  5. How do you stay involved?

    Our relationship doesn’t stop at planning. We meet quarterly, and when life changes, to adjust strategies, respond quickly to your needs, and remain a consistent, high-touch partner for you and your family.

Explore Process

Know Your Number, Know Your Strategy

Your investments should match your comfort level—not the other way around. Find your Risk Number® and see how we use it to build a plan that fits you.

See My Score

Learning Center

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.
Learn More
Dog Bites Neighbor. Now What?

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn More
Your 4% Withdrawal Strategy May Not Be Enough

Your 4% Withdrawal Strategy May Not Be Enough

Get the Tax Guidance You Need to Help Live the Retirement You Desire
Learn More

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

We’re Ready To Listen

We’d love to hear your story, explore your roots, and help align your wealth with the life you want to grow and build.

Thank you!
Oops!

Do You Know the 8 Timeless Principles of Investing?

This ebook outlines how to approach investing confidently, no matter where you are on your financial journey. These principles can take you through the highs and lows of the market.
Thank you! Oops!