Our Beliefs
Defining Financial Well-Being
The measure of one's happiness and life satisfaction that income and wealth provide – tomorrow as well as today.
IronBridge is committed to improving our clients financial well-being by addressing behavioral tendencies, reshaping the conversations around financial planning, and providing an institutional discipline to investment management. At the heart of our process is helping clients uncover their WHY.
Our firm's WHY is centered on being financial advocates for our clients. We strive to serve as their trustworthy and credentialed partner when seeking objective advice on how to manage their financial lives.
Giving Back
Helping to improve the community we serve is a driving principal at IronBridge. We strive to deliver on this mission not only by assisting our clients with their own vision of constructive giving and charitable planning, but also through our firm's active engagement in our community. We believe that it is by giving that we see the greatest impact of wealth.
If you have a passion that you would like to transform into an actionable plan that benefits others, we, along with our strategic partners, welcome the opportunity to assist:
- Define your charitable interests and identify nonprofits that work in those areas
- Select charitable vehicles that may address your needs
- Implement plans to help ensure that your charitable dollars are well spent
- Seek nonprofit board placements that complement your passion
- Conduct research on specific charities and areas of charitable interest
- Introduce you to like-minded philanthropists
- Find ways to involve children and other family members in your giving