Ironwood Investment Counsel helps clients in diversifying closely held business interest and concentrated common stock positions in meeting their objectives with less risk.
We also provide recommendations for how clients reduce risk and minimize the tax liabilities associated with various monetization strategies.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ironwood does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products.