Rules-Based Investing. Active Risk Adjustments. Comprehensive Advice.
Go Forward with Confidence.
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.
Trust is Earned, not Given
For us to earn your trust and confidence, we must execute and show results. Whether it is the return on your investment portfolio, navigating challenging markets, or advising on various planning strategies, we are fiduciaries who act decisively and always with your best interest in mind.
Don’t Leave it up to Chance
We believe there is a better way to serve your wealth management needs.
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.
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.
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
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.
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.
Strategic Growth Video Series
We are currently developing our video series, called “The Big 5”. In it, we will discuss the five big themes for the month. The first episode will be release in August of 2021.
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.
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
Recent IronBridge Insights Reports
Waiting for a correction in the stock market? It may have already happened.
Despite economic data showing massive improvement from the COVID recession and inflation running hot across all parts of the economy, the Fed continues to pump trillions of dollars into the financial system. Why? They know that if they stop, things will come…
We shouldn’t expect inflation to immediately get out of control. Instead, it should come at us in waves.
The myth of Icarus warned of the dangers of over-confidence. If we compared the markets to the flight of Icarus, how close are we to the sun? Close enough to melt our wings? “Well, I think we tried very hard not to…
Recent Strategic Wealth Blog Posts
Treating your business or your career with the discipline and determination of an athlete can allow you to reach higher levels of success.
A time-tested piece of career advice is to find a mentor. But as the world gets more complex, simply having a good career mentor isn’t enough. You need a team. In today’s reality of multiple jobs, the ability and ease of changing…
A calm summer for the markets was interrupted today with a large selloff. Is this just a blip, or is it the start of a bigger decline?
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.…
Contact us today to regain confidence in your financial future.