Iron Gate Wealth Advisors, LLC

Iron Gate Wealth Advisors LLC serves primarily individual clients, alongside businesses, charities and small pension plans, offering financial planning and discretionary portfolio management. The firm reports about $160 million in discretionary assets under management across roughly 238 client relationships and operates with one primary advisor handling client services.

The firm combines comprehensive financial planning — including tax, insurance, retirement and estate planning — with portfolio management, tailoring strategies to client circumstances such as employment status, cash reserves, retirement timelines and risk tolerance. Investment decisions are grounded in fundamental analysis of businesses and a long-term, relatively conservative approach using stocks, bonds, mutual funds, ETFs, government securities and options, with limited trading frequency.

Iron Gate is notable for an operational affiliation with an accounting practice: a principal maintains an active CPA practice and the brochure discloses that some clients receive both accounting and advisory services, which can influence service coordination and referrals. The firm’s single-advisor model supporting a comparatively large client base, combined with its refusal to accept commissions or hold securities licenses and its practice of recommending and fee-sharing with other managers for alternative investments, further distinguish it from many peers.