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Advice You Can Trust

We apply both advanced technology and our decades of experience helping clients to a create a custom financial plan that serves as a living document for growing your wealth.

Advice to Help you Succeed

Financial Assets are simply a means to help you accomplish your hopes and dreams in life. We spend the time to understand your dreams and work diligently to help make them come true.​

Life Event Planning

Life is full of change.  We help you navigate the financial considerations during all of life's major events.

Download our Financial Planning Checklist to help you get started in understanding your goals. 

Hands showing a couple getting engaged, as an example of a life event that IronBridge can help navigate through financial changes.

Life Planning

A flat hand holding a bag with a dollar sign printed on it, as a symbol of obtaining money through life events like sale of business, inheritance, and real estate sales, as IronBridge Private Wealth can help through these events.

Liquidity Events

  • Retirement

  • College Planning

  • Marriage/Divorce 

  • Children 

  • Sale of a Business

  • Inheritance

  • Proceeds from Real Estate

  • Unexpected Windfalls

A broken piggy bank with a hammer as a symbol of unexpected financial events that IronBridge Private Wealth can offer advice, guidance, and help navigate through changes.

Unexpected Transition

  • Death of a Spouse

  • Divorce

  • Sudden Major Illness

  • Career Change

Personal Wealth Management

We look across your life – now, and the one you want lead in the future. Then we apply both advanced technology and our institutional experience to a create a custom plan that serves as a living document for growing your wealth.

 

We help with retirement & education planning, investment management, unique family planning situations, preliminary tax & estate planning, debt analysis & recommendations, cash flow & liquidity planning, risk management & insurance analysis, real estate & private equity analysis.

Coordination of Your Advisors

Most clients view us as their personal CFO, or as the quarterback of their financial team. We are typically the most knowledgeable of your overall situation, and can help coordinate your other advisors so your financial plan is optimized and efficient.

 

Tax and Estate planning are an integral part of the plan we create for you.  However, we are not tax advisors or attorneys.  Therefore, we work closely with your CPA and legal counsel to create advantageous tax conditions that can fund your financial plan.

Woman and man, business owners, happily sitting in their shipment room. They are an example of the type of client that can benefit from personal wealth management.
Four professionals sitting around a table with their computers, notes, and devices, showing an example of how IronBridge Private Wealth partners with CPAs and legal counsel to coordinate the client's financial plan.

Gwen Markes Henson, CFP®

Founding Partner
Director of Financial Planning
Chief Compliance Officer

“Good investment returns can be negated without proper financial planning.”

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Private Investments & Real Estate

In addition to more traditional wealth management tools, we provide services on privately held investments to incorporate these assets into our analysis and projections of your overall wealth plan.

Upgrade Your Wealth Management Team Today

6420 Bee Caves Rd, Suite 201

Austin, Texas 78746

512-327-8900

info@ironbridge360.com

Let's see if we're a good fit for you.

Thanks for your interest. We'll contact you soon!

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