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 complimentary 45-minute conversation with a fiduciary investment advisor to review your portfolio, identify opportunities, and outline clear next steps—with no product pitches or pressure.
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 review where you stand today, how your accounts work together, and identify any gaps or opportunities
Fee analysis, diversification strategy, tax efficiency, rollover decisions, or turning investments into retirement income
A prioritized action plan tailored to your timeline and goals
No product sales, or hidden agendas—just objective advice
Our retirement planning review will show you exactly where you stand and what steps you can take to retire with confidence. Schedule your consultation today.
We're legally bound to put your interests first, always.
Face-to-face meetings with advisors who understand local considerations.
We've guided families through market cycles and life transitions
We build portfolios around your income needs and timeline, not around beating the market
“Ironwood took the time to understand our situation instead of just pitching products. For the first time, we feel like our investments are actually built around our goals.” – Tucson Client
Common Questions
Nothing. It’s completely complimentary with no obligations.
45 minutes to an hour, depending on the complexity of your situation.
Just your questions. If you have recent statements handy, that’s helpful but not required.
You’ll receive a written summary of our discussion and recommended next steps. There’s no pressure to move forward unless you feel it’s the right fit.
We charge a transparent percentage of assets under management—no product sales. We’ll explain our fee structure clearly before you make any decisions.
No. We’re fee-based fiduciaries. We’ll recommend what makes sense for your situation, even if that means staying where you are.
Not necessarily. We’ll discuss whether consolidating makes sense. We use major custodians like Schwab and Fidelity—you maintain direct access and control.
Robo-advisors follow algorithms. We combine proven methodology with personal judgment and someone you can call when markets get volatile.
Yes, though we find our local clients particularly value the face-to-face relationship and community knowledge we provide.
Schedule your complimentary Investment Services consultation today and discover what’s possible when you work with a true fiduciary advisor who puts your interests first.
Or call us directly at (520) 318-4600 to speak with our team.
