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IronBridge Private Wealth

Forward with Confidence

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Rules-Based Investing. Active Risk Adjustments. Comprehensive Advice.

Go Forward with Confidence.

Let’s talk.

Live Your Best Life

Working with a wealth management team should free your time and allow you to pursue your passions. We are fiduciaries who help remove the worry from your financial life.


A Disciplined Process for Any Environment

We have developed and refined a disciplined process that adjusts your portfolio and financial plan in real-time to changing market conditions, varying legislative and tax environments, and most importantly changes in your life.

Don’t Leave it up to Chance

We believe there is a better way to serve your wealth management needs. 


Active Management

Hope is not an investment strategy. Our investment process does not involve guessing or trying to predict the future. Nor does it simply invest everywhere at all times. We have developed proprietary algorithms to help our clients participate in good markets while managing risk in poor ones.

Meaningful Advice

Investment success is only part of the equation, so we offer comprehensive financial planning, business advisory services, real estate advice and private equity analysis. We learn about your unique goals and customize a plan to help you achieve those goals.

Proactive Communication

Confidence results from knowing your plan is on track to achieve your goals. But it is more than that. Confidence also means being informed about your portfolio, market conditions and financial planning strategies. We strive for a relationship where you don’t have to worry.

Investment Fee Options

We offer investment fee structures based on your actual investment results*, in addition to industry-standard fee schedules.  You now have a choice on how you compensate your wealth management team.

*Results-based fee structures are for SEC qualified clients only.

Who We Serve

  • Successful Professionals and Executives
  • Business Owners and Entrepreneurs
  • Financially Independent Investors

Who We Are

  • Active portfolio managers and financial planners
  • Committed to deep analysis of financial markets to identify favorable and unfavorable market cycles
  • Persistent and diligent in our advice and investment management
  • A comprehensive resource for analysis of private assets such as real estate, private equity and business ownership

Who We’re Not

  • Beholden to pie chart investment strategies
  • Advisors who will tell you to “Stay the Course”
  • Always bullish or always bearish; we let market conditions drive appropriate actions
  • Sales people disguised as financial advisors

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Our mission is clear: Give you Confidence.

Our mission is to provide you with confidence in any market environment and in any phase of life, so you can live your best life possible.

– JIM DENHOLM, FOUNDER & CEO

Communication with You in Mind

Financial markets are some of the most complex systems in the world. To successfully navigate them, you must accept the reality of the current market conditions, not hope for something different.

Our publications are designed to keep you informed of trends that may affect your wealth.

> IronBridge Insights

Our market analysis discusses the reality of the current market environment, identifies key drivers to watch, and provides a sense of how your portfolio is positioned. All while trying to avoid over-generalized investment jargon.

IronBridge Insights
> Strategic Wealth Blog

Our blog posts are short articles focused on ways to help grow your wealth. Topics include investment strategies, legislative updates, private investments, and financial planning considerations.

Strategic Wealth Blog

> Strategic Growth Video Podcast

Our video podcast, called “Strategic Growth”, uses charts to better visualize current trends in the markets and the economy.

VIDEO PODCASTS

Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most all, love of what you are doing or learning to do.

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Recent IronBridge Insights Reports

View all Reports

7 Lessons for Any Bear Market
June 29, 2022

Markets continue to be volatile. What lessons have we learned from previous bear markets that we can apply today?

Continue Reading… 7 Lessons for Any Bear Market

A Directional Sign in Front of Storm Clouds indicating the Storm Evacuation Route. Arrow on sign is directing to the right.
Gimme Shelter
June 13, 2022

Market volatility has risen over the past few days, and risks have increased dramatically. We are reducing equity exposure to find shelter from this market storm.

Continue Reading… Gimme Shelter

Stick Save
May 31, 2022

Last week, the market made an important move higher just when it needed to. This sets up for the most important two weeks of the year. Will the move higher continue?

Continue Reading… Stick Save

Wise Men and Fools
April 26, 2022

An important skill in volatile markets is to acknowledge that you don’t know what will happen. We review the conflicting signals to help understand the current environment.

Continue Reading… Wise Men and Fools

Recent Strategic Wealth Blog Posts

View all Reports

Estate Planning for Small Business Owners
March 21, 2022

Building a business is all about taking risk. You put your belief in yourself, your money, time, and more on the line to create something that can grow and succeed. But whether your business will fund your retirement plan, or you hope…

Continue Reading… Estate Planning for Small Business Owners

Fed Raises Interest Rates: Implications and What We’re Watching
March 16, 2022

After reducing rates from 2.5% in 2019 to zero at the onset of the pandemic, the Federal Reserve has hiked rates by 0.25%. What does this mean and what should we be watching?

Continue Reading… Fed Raises Interest Rates: Implications and What We’re Watching

In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives
March 7, 2022

In celebration of International Women’s Day, here are the major financial milestones you should consider in each stage of your career.

Continue Reading… In Celebration of International Women’s Day: A Look at Financial Milestones in Women’s Lives

Value Your Business like it’s Your Retirement Plan, Because it is.
February 18, 2022

Thinking of selling your business? Analyze it like it’s your retirement plan, then use these 7 steps to help improve its value.

Continue Reading… Value Your Business like it’s Your Retirement Plan, Because it is.

Recent Strategic Growth Video Podcasts

View all Videos

Market Volatility Webinar: When the Levee Breaks
May 11, 2022

Market volatility has risen dramatically this year. In this episode, we discuss the markets, Fed, levels to watch on the S&P 500, the big four stocks, potential outcomes and portfolio positioning.

Continue Reading… Market Volatility Webinar: When the Levee Breaks

Strategic Growth – Episode 3
November 19, 2021

In this episode, we discuss the market during the 1970’s, the best performing assets during the 1970’s, the 5 largest stocks in the S&P 500, compare US vs International Stocks, and review the S&P 500 P/E Ratio vs Treasury Yields. https://youtu.be/LjfE3vpz0O8

Continue Reading… Strategic Growth – Episode 3

Strategic Growth – Episode 2
October 23, 2021

In this episode, we discuss small caps, the stock/bond ratio, various inflation metrics, and visit Enron 20 years later. https://youtu.be/JT9-XPYaDco

Continue Reading… Strategic Growth – Episode 2

Strategic Growth – Episode 1
August 26, 2021

In this episode, we discuss the recent surge in COVID due to the Delta variant, compare this surge to the UK on when we may expect cases to begin to drop, look how previous surges in cases have effected both the S&P…

Continue Reading… Strategic Growth – Episode 1

Let’s talk.

Contact us today to regain confidence in your financial future.

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