Effective. Efficient. Expeditious.
Committed to Helping Our Clients Succeed
At Ironwood Advisory Group, we tailor our services to meet the diverse needs of individuals, families, and businesses across Western Massachusetts and beyond. Here’s how we can help:
Personal Wealth Planning – From estate and legacy preparation to financial security strategies, we provide customized planning to help families and individuals protect what matters most and build a foundation for future generations.
Business Growth & Formation – Whether you’re launching a start-up or expanding an established company, we deliver proven structures, tax-efficient strategies, and long-term planning to help your business grow with confidence.
AI & Technology Consulting – Stay ahead with smart automation and artificial intelligence tools that reduce costs, improve efficiency, and give your business a competitive advantage in today’s fast-moving digital economy.
Strategic Tax & Estate Protection – Our advisors develop proactive tax strategies, asset protection plans, and estate structures to minimize liability, safeguard wealth, and ensure long-term value for your family or business.
Other / General Inquiry – Not sure where to start? Share your goals with us and we’ll create a personalized plan that fits your unique situation, ensuring you get the clarity and guidance you deserve.
Take the first step today—our team is ready to help you achieve savings, security, and sustainable growth.
Committed to Helping Our Clients Succeed
At Ironwood Advisory Group, we measure our success by the success of our clients. Every recommendation, strategy, and document we prepare is designed to provide clarity, protect assets, and foster long-term growth. We take pride in building trusted relationships, offering personalized guidance, and delivering results that make a real difference for individuals, families, and businesses alike.
Kim Wexler
"Working with Ironwood Advisory Group has been a game-changer. Their team helped me organize my estate planning and business structure with clarity and confidence. Every step was professional, and I felt supported throughout the process."
Billy Jackson
I can’t recommend Ironwood enough. They provided strategic guidance for my business expansion and helped me save significantly each month. Their expertise and personalized approach made the whole experience seamless and stress-free."
Read Our Latest Blogs
Stay informed and empowered with the latest insights on estate planning, wealth management, and real estate strategies. Our blog offers practical tips, expert advice, and real-world examples to help you make confident financial decisions and protect your assets.
Lost Money on Legal Fees & Taxes from Improper Planning
Avoid losing your home, savings, and inheritance to taxes, legal fees, or nursing home costs. Learn how trusts and proper planning protect your family’s future. ...more
Business Growth & Consulting
September 13, 2025•0 min read
Protect Your Home & Estate from Nursing Home Costs | Ironwood Advisory Group
Learn how to safeguard your home and assets from nursing home and inpatient care costs. Understand the Medicaid look-back period and plan now to protect your estate for your family’s future. ...more
Business Growth & Consulting
September 13, 2025•0 min read
"Tony Soprano’s $30M Estate Planning Mistake: A Lesson for Families and Business Owners"
Learn how James Gandolfini’s poor estate planning cost his heirs $30M and how Ironwood Advisory Group can help you protect your wealth and legacy. ...more
Business Growth & Consulting
August 27, 2025•2 min read
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