Ironwood Family Wealth Advisors

OUR PURPOSE The professionals at Ironwood Family Wealth Advisors are committed to turning client aspirations into financial realities. By coordinating the many aspects of their financial life, we help our clients work towards confidence in the future. APPROACH TO WEALTH MANAGEMENT We believe better outcomes are derived from smart planning. And smart planning comes from better processes. We start with understanding what matters to you and what you’d like your wealth to accomplish for you and your family. Our disciplined process considers existing resources, how they must be aligned to pursue goals and then uses financial modeling to determine a suitable way to help you work towards your highest potential. WHAT YOU CAN EXPECT WORKING WITH US Our five guiding principles are transparency, trust, impartiality, confidentiality and diligence. Transparency You will have complete access to investment information at all times; we are here to explain our methodology and the meaning behind our work. Trust We are committed to putting your interests first, above all else. Impartiality We do not have an investment bank, offer no proprietary products and serve you from an open platform. Confidentiality Privacy and discretion are critical to how we work. All aspects of our relationship with you are kept strictly confidential. Diligence All of us at Ironwood are dedicated to a high standard of responsiveness, accountability, follow-through and commitment to your goals. PROFESSIONAL PARTNERS To address the issues that surround your financial life, we work closely with several third-party professionals including estate planning and tax attorneys, CPAs, mortgage and business lenders and specialized insurance consultants. We are happy to collaborate with your other trusted advisors or make referrals to professionals in our network to help deliver a comprehensive planning solution to you.

Address: 200 Applebee Street, Suite 208, Barrington, IL 60010, USA

Phone: +1 847 607 6620
FAX: +1 224 655 5951