Robyn Patchev

Client Experience & Operations Manager at Ironwood Wealth Management, LLC. - Phoenix, AZ, US

Robyn Patchev's Colleagues at Ironwood Wealth Management, LLC.
Rick Wagner

Director of Advisor Training and Development, Senior Wealth Advisor

Contact Rick Wagner

Bob Milnes

Investment Manager

Contact Bob Milnes

View All Robyn Patchev's Colleagues
Robyn Patchev's Contact Details
HQ
480-776-5960
Location
Hamilton,Ontario,Canada
Company
Ironwood Wealth Management, LLC.
Robyn Patchev's Company Details
Ironwood Wealth Management, LLC. logo, Ironwood Wealth Management, LLC. contact details

Ironwood Wealth Management, LLC.

Phoenix, AZ, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Ironwood Wealth Management, an Independent Investment Advisor registered with the SEC, is a comprehensive financial planning firm that offers customized solutions to individuals and institutions. We enjoy helping retirees and pre-retirees with the complexities of turning their 'Nest Egg' into a reliable income stream. We strive to provide a superior level of service to our clients second to none, and as such, have grown our practice almost entirely through the referrals of our existing clients.\\We offer unique and creative planning strategies to complex topics such as estate planning, employer-sponsored retirement plans, individual retirement plans and portfolio management. With collaborative relationships with several Certified Public Accounts and attorneys, we are able to offer a holistic level of financial planning integrated with tax-savings and estate planning. \\We follow a disciplined wealth management process that provides a structured approach but still allows for customization based on your own personal situation. Our process includes preparing an Investment Policy Statement for each client, determining the appropriate asset allocation based on your goals and objectives, selecting the securities to use for each asset allocation using both passive and active management styles, monitoring and evaluating the portfolio on a continual basis and strategically rebalancing the portfolio.

Wealth Management Investment Management Retirement Planning Strategies Estate Planning Strategies Tax Planning Strategies Risk Management Employer Benefit Planning Special Needs Planning Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Ironwood Wealth Management, LLC.
Frequently Asked Questions about Robyn Patchev
Robyn Patchev currently works for Ironwood Wealth Management, LLC..
Robyn Patchev's role at Ironwood Wealth Management, LLC. is Client Experience & Operations Manager.
Robyn Patchev's email address is ***@ironwoodwm.com. To view Robyn Patchev's full email address, please signup to ConnectPlex.
Robyn Patchev works in the Investment Management industry.
Robyn Patchev's colleagues at Ironwood Wealth Management, LLC. are Rick Wagner, Aravind Sithamparapillai, Amanda Velasco, Bob Milnes, Craig Cfp, Craig Chfc, Craig Moore and others.
Robyn Patchev's phone number is 480-776-5960
See more information about Robyn Patchev