Ironwood Wealth Management

At Ironwood Wealth Management, we are dedicated to providing you with the best investment management, retirement planning, and financial advice possible. Our team is committed to building respectful, courteous relationships with our clients, and we work with people who value quality service with a personal touch. We believe in the power of partnership and are here to help you navigate your financial journey.

Our team is led by John D. Williams, CIMA, AAMS, CRPC, who is not only our Founder and President but also a Senior Financial Advisor. John has several areas of expertise, including investment portfolio design and management, retirement planning, and conducts educational seminars regularly. He has authored financial articles and appeared in local and national media. His qualifications include being a member of the Investment Management Consultants Association, earning the Chartered Retirement Planning Counselor (CRPC) designation, the Accredited Asset Management Specialist (AAMS) designation, and the Certified Investment Management Analyst (CIMA) designation.

John is supported by a team of dedicated professionals, including Tyler Williams, who serves as our Portfolio Administrator and Operations Associate, Megan Watterson, our Client Service Associate, and Tami Williams, who is part of our part-time volunteer client service staff and assists with our educational seminars and other events.

Our Services

At Ironwood Wealth Management, we offer a range of services designed to help you achieve your financial goals. Our services include:

• Investment Management: We help clients choose from among several investment strategies that best fit their situation and investor profile. We then manage the portfolio on a discretionary basis with a goal of achieving the client's longer-term objectives.

• Retirement Planning: Our team helps clients plan for their retirement by identifying their investment goals, determining their needs and objectives, time horizons, liquidity requirements, and risk/return parameters. We then create a tailored plan to ensure a comfortable retirement.

• 401(k) Planning: We assist clients in planning and managing their 401(k) accounts to maximize their savings and achieve their retirement goals.

Our Process

At Ironwood Wealth Management, we believe that prudently managing assets is more than simply buying different investment vehicles - it encompasses an entire process. Our process includes:

1. Define Client Investment Needs and Objectives: We help clients identify their investment goals and determine their needs and objectives, time horizons, liquidity requirements, and risk/return parameters.

2. Portfolio Design and Management: We design and manage investment portfolios on a discretionary basis, tailored to each client's specific needs and objectives.

3. Ongoing Monitoring and Rebalancing: We continuously monitor client portfolios and rebalance them as necessary to ensure they remain aligned with the client's investment objectives.

4. Client Education and Communication: We provide ongoing education and communication to our clients, keeping them informed about their investments and the market.

Getting Started

If you're looking for a trusted partner to help manage your finances, we're here to help. Our team is dedicated to providing you with the best investment management, retirement planning, and financial advice possible. We believe in building respectful, courteous relationships with our clients and are committed to helping you achieve your financial goals.

To get started, simply contact us to schedule a meeting or request an assessment. We look forward to working with you and helping you navigate your financial journey.