1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
1926 E. Fort Lowell Rd Suite 100
Tucson, AZ 85719
Contact Us
Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ
A 45-minute conversation with a fee-based fiduciary advisor to review your investment portfolio, assess efficiency and risk alignment, and provide honest guidance—with no product pitches or commission conflicts.
Or call us directly at (520) 318-4600 to speak with our team.
Fee-Based Fiduciary
20+ Years in Tucson
Tucson-Based
Transparent Fees
We’ll analyze visible fees, hidden costs, tax efficiency, and risk alignment to identify opportunities for improvement
Evaluation of whether your current portfolio matches the level of risk you actually need to reach your goals
Objective feedback on your situation, including whether you even need professional help (roughly one in four people we meet with are doing fine on their own)
If we can add value, you’ll receive specific recommendations tailored to your timeline and goals
We're legally bound to put your interests first, always. No product sales, no hidden conflicts.
Face-to-face meetings with advisors who understand local considerations and have deep community connections.
We've guided families through multiple market cycles and life transitions with a risk-first, efficiency-focused approach.
We explain our recommendations so you understand the 'why' behind every decision. No high-pressure tactics.
“Ironwood took the time to really understand our situation and explain everything in terms we could grasp. For the first time, we feel confident our investments match what we actually need.” – Tucson Client, ages 63 & 65
Common Questions
Nothing. It’s completely complimentary with no obligations. Roughly one in four consultations end with us telling people they’re doing fine without us.
45-60 minutes, depending on your situation.
Just your questions. Recent investment statements are helpful but not required for the first meeting.
You’ll receive a written summary of our discussion and recommendations. There’s no pressure to move forward unless you feel it’s the right fit.
Yes, though our local clients particularly value the face-to-face relationship and our knowledge of Arizona-specific considerations.
Yes. We’re fee-based fiduciaries legally required to act in your best interest. No product sales.
We use a transparent percentage-of-assets-under-management model. We get paid more when your portfolio grows—our goals align with yours.
No. We don’t believe anyone can do it consistently. We focus on efficiency, effective risk management, and aligning your portfolio with your actual goals.
Schedule your complimentary Financial Advisor Consultation today and discover what’s possible when you work with a local fiduciary who prioritizes risk management and efficiency over product sales.
Or call us directly at (520) 318-4600 to speak with our team.
