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Introducing Iron River Capital

TOGETHER, WE MAKE AN AMPLIFIED DIFFERENCE

You, Your Clients & Us — It’s a Win-Win-Win

You want the best for your clients, and you have most of the pieces of the puzzle taken care of. We partner with industry professionals nationwide to collaboratively manage their clients AUM and complete the picture. Through synergy and focus, together we help your clients get where they want to go — and experience peace of mind along the way.

You’re an Expert in Your Industry, and We’re an Expert in Ours —
By Teaming Up, We Provide Unmatched Value For:


Attorneys

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CPAs

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Insurance Experts

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Attorneys

Superior legal and financial results can become excellent life results when attorneys and financial professionals collaborate. As your clients’ lives evolve, they’ll face business transitions, employment negotiations, personal life changes and estate planning needs. You identify the most strategic legal solutions — and we aim to optimize the financial implications of these moves and assist in allocating assets accordingly.

CPAs

We’re mutually committed to making our clients’ money work for them. Our arenas overlap, but when harnessed with full force, we’ll make sure no stone is left unturned. When it comes to asset allocation, timing contributions, minimizing taxes, planning deductions and more, together we can maximize our fluency — and provide even greater wealth for clients.

Insurance Experts

As experts in the complexities associated with high level insurance planning, we understand the importance and intricacies associated with asset protection and legacy planning. This acumen uniquely positions us to partner with insurance specialists to enhance value by way of asset management.

Interested in Collaborating?

Let’s Talk