ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/disclosure
This website is a publication of Williams Financial Group, Inc. dba Ironwood Wealth Management ( Company ). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Different types of investment involve varying degrees of risk, and there can be no assurance that an...
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/in-the-news
Featured Or Quoted In:. Please click the icons below for articles we’ve been featured or quoted in. November 13, 2012. November 13, 2012. May 2, 2011. Our Firm’s Mission Statement. Our Commitment to Professionalism and Education. Who Should Consider Us?
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/why-work-with-us
Why Work With Us. Credentials, education, experience and common sense. Are important. You should expect your investment managment and planning team to provide all of the above. The CERTIFIED FINANCIAL PLANNER. Certified Investment Management Analyst. Certification as an IMCA Certified Investment Management Analyst. Is based on the experience and education an analyst has had. In today’s marketplace, the CIMA. ACCREDITED ASSET MANAGEMENT SPECIALIST. Developed in response to the need for advanced training w...
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/become-a-client
It can be hard trying to find the right Financial Advisor to work with. A lot of advisors can leave you itching to get out of their office as fast as you can. Well, that’s not us. If you’re looking for a qualified advisor to help you through the maze of investing and financial planning strategies, there’s a possibility we’re a good fit. Below summarizes the typical profile of the clients we work with. If you feel this describes you, we would love for you to contact us for an initial discussion. Many of o...
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/our-mission
To be the area’s premier provider of financial planning and investment management services and our client’s trusted advisor. Operating with a client-centered approach, we strive for our clients to be completely comfortable with their financial plan so they no longer have to worry about their investments, but rather are free to enjoy the aspects of life that matter most to themlike family, friends, faith and other meaningful pursuits. Our Firm’s Mission Statement. Who Should Consider Us?
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/our-firm
John D Williams, CFP. John is founder, President and a client of Ironwood Wealth Management . He advises many of the area’s retirees, families, businesses and non-profit organizations on ways to effectively manage their financial resources. He has several areas of expertise including investment portfolio design and management and retirement planning. He conducts educational seminars regularly, has authored financial articles and appeared in local and national media. Designation. To become a CFP. Designat...
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/how-we-can-help
How We Can Help. Ironwood Wealth Management is a Registered Investment Advisory Firm providing financial planning and wealth management services to individuals, families, businesses and non-profit organizations. The firm was founded to help clients make effective financial decisions in an unbiased, conflict-free environment that is free from the sales culture and proprietary products typically found at many other companies. Our Firm’s Mission Statement. Our Commitment to Professionalism and Education.
ironwood-wealth.com
Ironwood Wealth Management WV CFP and Financial Advisor
https://ironwood-wealth.com/investment-management
The main service of our firm is fee-based asset management. We establish our client’s accounts with Fidelity Investments. Fidelity, one of the top rated brokerage and investment firms, provides our company with an extensive investment platform for us to use to provide our clients comprehensive investment management. After meeting with us, clients choose from among the several investment strategies. 1 Define Client Investment Needs and Objectives. 2 Select Long-Term Investment Strategy. A client’s long-te...
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