As a CFP® professional and wealth advisor at IronBridge Private Wealth, I help clients achieve and maintain their Financial Independence. We are fee-only advisors and do not sell products. We are financial planners and active portfolio managers. We are not sales people disguised as financial advisors. We are fiduciaries and will act in your best interest. With nearly 30 years of financial services sector experience in: banking, private banking, insurance, wealth management, and business ownership, I understand a client’s varying financial needs with growing and protecting assets, transferring wealth to the next generation, saving tax efficiently, and charitable giving strategies.