About Our Firm

Iron Logic Wealth Advisory is a fee-only wealth management firm. True wealth management is a comprehensive process of discovery, planning, problem solving and monitoring designed to meet the client’s needs. We utilize a highly consultative approach to construct integrated and personalized solutions. By delivering a consistent and replicable process, we ensure that all clients and referrals enjoy the same high-quality experience. Since our success comes only when our clients are successful, our process is designed to instill confidence in our advice and direction.

Two areas of greatest concern for Iron Logic Wealth Advisory clients is preserving wealth and mitigating taxes. With relentless passion and sound judgment, we focus on these two factors in our investment consulting, wealth enhancement, wealth transfer, and charitable giving phases of the process. To see how Iron Logic Wealth Advisory may benefit you, please the visit Services for Individuals page on the web-site.

Iron Logic 401(k) Advisory takes the same passion and sound judgement to employer sponsored 401(k) plans. Our comprehensive process provides fiduciary protection for Plan Sponsors, while at the same time provides plan participants with a customized portfolio to meet individual objectives and time horizons. The focus we have on wealth preservation helps us focus the plan participant on risk awareness and global diversification. Our commitment to being a fee-only Registered Investment Advisory Firm assures all clients that we share the same common goals.

Our promise to you is that we will listen more than we speak and we will work with relentless passion and sound judgement.