Iron Sharpens Iron

A purpose-driven approach to building trusting client relationships and managing wealth for the long-term.

We believe that a true relationship with each other and with our clients is built on a foundation of trust. And we believe trust comes when everyone involved benefits and achieves growth from the collaboration.

Bridging People Together

Our goal is to help you protect and preserve your wealth and your legacy using appropriate cash flow and portfolio strategies, as well as tax-efficient structures such as trusts and philanthropic vehicles. We work to accomplish this by establishing and fostering deep relationships with client families spanning generations, often bringing children, parents, and grandparents together in the process. Getting everyone on the same page regarding wealth transfer concerns and unique family dynamics to help ensure a successful legacy plan.

Guiding Client Through Changing Times

You can count on us to be there with you through life’s most important events and stages. We take a long-term view of our client engagements, which means we’re prepared for tough decisions and periods of change that require us to prove ourselves as caring advocates for you and your family.

Our Commitment to Clients

We receive the greatest satisfaction from helping you feel more confident about your future. That’s why we’re committed to helping you make the best possible choices today and tomorrow. Here’s what you can expect from our relationship.

Here’s what you can expect from our relationship.

Integrity

Earning your trust is the most important thing we do every day.

Communication

We keep our lines of communication open – providing updates, returned calls, and timely responses to your questions or any concerns you have.

Clarity

Whether we’re discussing risk, performance, or an investment strategy, our conversations will always be straightforward so you can clearly understand our approach and reasoning behind our recommendations.

Client-First Commitment

We believe in a clients-first philosophy. All of our advice is based on what we believe to be the best plan of action for you and your goals.

Planning for Clients’ Needs Now, in the Near Future, and in the Long-Term

We approach our clients plans through the lens of the three core aspects of a client’s financial life: The present, the near-term future, and the long-term.

1. Your Most Immediate Needs

Assets in the liquidity strategy align with your current financial needs in order to provide a steady income stream for the next few years. For example, this may include Social Security, a pension, cash, designed to match your planned expenditures.

2. Your Needs in the Future

Your future needs include all of the assets the family will utilize in their lifetimes, which provides a clear picture of what future spending objectives will cost. It is also managed appropriately for that task – a portfolio designed to your unique needs and goals. This can include insurance, homes, and similar assets.

3. Your Needs in the Long-Term

This category includes what a family can do to improve the lives of others – either now or in the future. It includes assets that are in excess of what the family members need to meet their own lifetime objectives, and generally is the focus of estate planning strategies.