Investment Management | Ironwood Wealth Management

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1501 Lower State Road, North Wales, Pennsylvania 19454, United States

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Build and Protect Your Wealth.

At Ironwood Wealth Management, we provide comprehensive investment strategies designed to align with your financial goals. Whether you’re a seasoned investor or new to wealth management, our tailored services help ensure your portfolio is optimized for growth and stability.

Why Do You Need an Investment Manager?

We believe investment management involves more than just buying and selling assets—it requires strategic planning, market insights, and risk management.

A professional investment manager can provide the experience and dedication needed to maximize your portfolio’s performance significantly. By leveraging our experience and an in-depth understanding of market trends, they are equipped to make informed decisions that align with your unique financial goals.

With a team of seasoned advisors who are committed to your success, we’ll guide you through the intricacies of market fluctuations, helping you navigate these complexities with confidence. Our comprehensive approach will focus not only on diversifying your investments to reduce risks but also on identifying what we believe are the best opportunities for growth. Together, we will work towards achieving long-term financial success and building a prosperous future for you and your wealth.

How We Can Help

At Ironwood Wealth Management, we specialize in crafting personalized investment plans that address your specific needs and objectives. Our services include a wide range of investment options to help secure and grow your wealth.

Our Experience Includes:

Portfolio Construction: Diversification, Aim to maximize risk-adjusted return
Invest based on risk tolerance
Tax-Efficient Investing
Holistic Investment Approach
Account Types:
Taxable Accounts
Retirement Accounts
Charitable Giving Accounts
Trusts

Investment Strategies

Core Investment Portfolio

The core equity and fixed income allocations combine to serve as the nucleus of your portfolio and are invested primarily with low-cost passive investments
The amount allocated to underlying holdings is based on the investment objectives of each client.
Our model portfolios offer allocations based on conservative, moderate and aggressive allocations.
Globally diversified in low cost, passive, exchange-traded-funds (ETFs) and mutual funds.
Rebalanced semi-annually to help ensure the portfolio remains diversified throughout market cycles.

Tactical Investments

Our tactical portfolio is comprised of opportunistic investments meant to enhance portfolio returns.
Tactical investments include:
Individual Stocks and Bonds
Sector-specific strategies (Ex: Energy Infrastructure)
Commodities
Option Strategies such as covered calls*

*Options involve risk and are not suitable for all investors. Certain complex options strategies carry additional risk. Please read the options disclosure document titles Characteristics and Risks of Standardized Options by clicking on this hyperlink text https://www.theocc.com/about/publications/character-risks.jsp before considering any options transactions. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received.

Our goal is to help you work toward financial independence through strategic investment management.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Advisory services offered through Ironwood Wealth Management, a Member of Advisory Services Network, LLC. Tax advisory services offered through Locke & Welsh, PC. Advisory Services Network, LLC does not provide tax advice. Advisory Services Network, LLC and Locke & Welsh, PC are not affiliated. This site contains links to information contained on third-party websites. Advisory Services Network, LLC

does not provide tax advice. Advisory Services Network, LLC is not responsible and does not control, adopt, or endorse any content contained on third-party websites. No investment strategy is guaranteed to be more effective than another. The effectiveness of any strategy depends on an individual's financial goals, risk tolerance, and market conditions. Investing involves risk, including the loss of principal.