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, without worrying how financial markets may impact your dreams.
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 Podcast
We are currently developing our podcast format. Watch for announcements for when we begin our podcast that will focus on ways you can be more intentional in growing your wealth, your business and your life.
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
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…
As we enter 2021, we turn our focus to things that could change the current bullish environment. Two main risks may emerge as the market continues its push higher: Valuations and the Fed. “Life is a cycle, always in motion, if good…
November was one of the strongest months in market history. Various markets across the globe are pushing to new all-time highs. When conditions are bullish, we should expect bullish outcomes. In this month’s report, we look at an important investing lesson and…
With less than a month to the election, we look at the dangers of overconfidence, analyze sector performance under tremendously different legislative environments, and discuss whether you should reduce risk prior to November 3rd. “It ain’t what you don’t know that gets…
Recent Strategic Wealth Blog Posts
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who…
Now and again, the price action on Wall Street can surprise even the most seasoned investors. Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those Americans…
Contact us today to regain confidence in your financial future.