Who We Serve

Take command of your financial well-being and legacy with our customized planning services, designed for those who value precision and prudence. We provide proactive guidance tailored to your unique needs, ensuring your financial goals are met. Learn more about our fee-only approach.

family served by Family Wealth Advisor

Families & Individuals

Comprehensive wealth management for individuals and families. As your Family CFO we coordinate with your CPA, estate attorney, and other advisors to facilitate multigenerational success.

  • Focused on a comprehensive approach across the six pillars of financial planning: retirement, cash flow, investment, estate planning, taxes, and risk management.

  • Act as the main point of contact to coordinate between financial service professionals and the entire family.

  • Provide access to tax-efficient wealth transfer strategies, review current estate plan documents (e.g., wills, revocable trusts, POAs), and ensure proper beneficiary designation across your entire portfolio.

Iron Branch Wealth serves attorneys and their families

Attorneys

Financial planning for law firm associates, non-equity and equity partners, and their families. We can help navigate BigLaw compensation, partnership track planning, and K-1 distributions

  • Proactive monitoring of your tax liability for quarterly estimated payments, minimization opportunities, and partnership intricacies.

  • Guidance on repayment strategies, forgiveness opportunities, and integration of loan obligations into your broader financial plan.

  • Analysis of income and expenses to align savings goals, lifestyle needs, and long-term financial priorities.

Business owners benefit from family wealth planning

Business Owners

Comprehensive wealth management for business owners and their families, including succession planning, exit strategies, and coordinating business and personal finances for tax optimization.

  • Evaluation of employer benefit packages, equity compensation, and retirement plan options to optimize total rewards and long-term wealth.

  • Strategic planning for retirement income, investment allocation, and tax efficiency to ensure financial security and independence.

  • Comprehensive strategies for business transition, liquidity events, and legacy planning to maximize value and preserve wealth.