fbpx

IronBridge Wealth Counsel Is Now a Member of the Advisor Group’s Network

IronBridge Wealth Counsel Is Now a Member of the Advisor Group’s Network

Advisor Group Inc., the nation’s largest network of independent wealth management firms, today announced the addition of Ironbridge Wealth Counsel “Ironbridge” and it’s eight wealth advisors that oversee $800 million to the Advisor Group network.

Ironbridge joins Advisor Group through its network partner SagePoint Financial. The Advisor Group network of firms also includes FSC Securities, Royal Alliance Associates, Securities America, Triad Advisors, and Woodbury Financial Services.

The core team at Ironbridge, which includes five partners located throughout the country, has worked together, in different facets, since 2004, building a practice that served as an advocate for clients and a champion of their financial well-being. Ironbridge provides comprehensive wealth management services in an enterprise ensemble structure, with a focus on integrated financial planning design, coordination, and execution.

Shane Morrow, the Managing Partner, said, “Our mission at Ironbridge is simple, but not easy. We look to create a positive, lasting impact on our clients, employees, and communities – because we view it as our fundamental duty to change lives for the better. In SagePoint, we’ve found a partner who shares our commitment and will provide us with the innovative tools, services, and support to ensure our continued success.”

“I believe we’ve created something special at Ironbridge, but being good isn’t enough,” said Jim Martin, Partner. “We hold ourselves to a higher standard and strive to be the best wealth management firm out there. Our new relationship with SagePoint will allow us to continue to evolve and improve. It may sound audacious, but we believe we can change the industry, and SagePoint will help us do it.”

Desiree Sii, President, and CEO of SagePoint said, “Ironbridge is such a well-respected firm in the industry, and their growth and commitment to their clients and communities is impressive. I am excited they chose to partner with SagePoint and join the Advisor Group family, we are looking forward to and committed to providing this growing Ensemble practice the tools and resources they need to help them continue to change lives for the better.”

Greg Cornick, President of Advice and Wealth Management at Advisor Group, added: “On behalf of Advisor Group, I welcome Ironbridge to our growing network and congratulate the team at SagePoint for bringing this impressive group onboard. Ironbridge’s deeply ingrained culture of service aligns perfectly with our focus on providing our advisors with the tools, solutions, and support to more effectively drive results for their clients while growing their businesses.”

Previous ArticleNext Article

Related Posts