Advisor Group Adds $800M AUM Ironbridge Wealth Counsel

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Advisor Group has announced the addition of IronBridge Wealth Counsel to its network.

IronBridge, which has offices in Austin, Texas, West Palm Beach, Fla., Scottsdale, Ariz., Farmington, N.M., Windsor, Conn., Chicago and Salt Lake City, Utah, joins the Advisor Group network through its partner SagePoint Financial.

The core team at IronBridge, which includes eight wealth advisors located throughout the country with $800M in total assets under management, has worked together, in different facets, since 2004. They provide comprehensive wealth management services in an enterprise ensemble structure, with a focus on integrated financial planning design, coordination and execution.

Jim Martin, a partner at Ironbridge, said “I believe we’ve created something special [here], but being good isn’t enough. 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.”

Desireé 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 engrained 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.”