Modern Wealth

Timeless Values

Start Investing — No Call Required Schedule a Private Consultation

^{Why Iron Point}
Fiduciary. Independent. Tech-forward.

Multi-credentialed professionals: CFP®, CPWA®, AIF®, CEPA®, CRPS®
Personalized planning + AI-enhanced analysis
Real advisors with real experience — not just an algorithm
Advanced tools and strategies that go beyond what DIY platforms provide

We believe the best outcomes come from combining technology with human wisdom — and using every tool available to do right by our clients.

^{Choose Your Path}
Find the solution that fits your goals:

We provide a comprehensive range of services designed to support you in achieving your financial goals.

Smart Portfolios

Low-cost, no-advisory-fee investing — $500 minimum investment to start

Start for Free

Private Wealth Management

Personalized, high-touch planning and portfolio strategy for complex lives.

Book a Consultation

Business Retirement Plans

Fiduciary design and support for 401(k), DB, and cash balance plans, and more...

Explore Retirement Plan Solutions

Retirement Planning (Individuals)

Tax-efficient retirement income, investment, and legacy planning.

Plan My Retirement

^{Meet Your Team}
Advisors who care. Experience you can trust.

Nick Weber

Founder & Private Wealth Advisor

Complex planning, retirement design, and business exits

Richard Clinton

Wealth Manager

UHNW investment strategy and client relationships

John Joyce

Wealth Manager

Retirement planning and goal-based investing

Rob Santoriello

Founder, Iron Point Financial Advisors & Wealth Manager

Comprehensive wealth management

Lea Callison

Client Services Associate

Operational support and client experience

Meet the Full Team

Resources
Financial Education That Gives Back

We believe financial literacy changes lives. That’s why we invest in creating content that educates, empowers, and helps people make better financial decisions.

Check Out These Resources:

Our Youtube Videos on retirement, investing, and Finance

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Subscribe to our newsletters

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Blog posts and articles

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Explore Our Education Hub

^{Interactive Tools to Get Started}
Not sure where to begin? These tools will point you in the right direction:

What’s Your Risk Score?

Take our Nitrogen quiz and discover your investing personality. See if your current portfolio is aligned.

Take the Risk Quiz

What’s Your Wealth Strategy Style?

Not everyone needs the same approach. Take our 2-minute quiz and find out what type of financial strategy is right for you.

Take the Wealth Path Quiz

Free Guide: Smarter Wealth Building in the Age of AI

Discover 5 costly mistakes smart investors still make — and how to avoid them.

Download the Free Guide

^{Ready To Get Started?}
Learn With Us

Book a wealth consultation

Office Hours

Mon-Fri: 9:00 AM - 5:00 PM

Sat: By Appointment

nick@ironpointpw.com

916-932-4101 ext 16

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Modern Wealth

Timeless Values

Why Iron PointFiduciary. Independent. Tech-forward.

Choose Your PathFind the solution that fits your goals:

Smart Portfolios

Private Wealth Management

Business Retirement Plans

Retirement Planning (Individuals)

Meet Your TeamAdvisors who care. Experience you can trust.

Nick Weber

Richard Clinton

John Joyce

Rob Santoriello

Lea Callison

ResourcesFinancial Education That Gives Back

Check Out These Resources:

Our Youtube Videos on retirement, investing, and Finance

Subscribe to our newsletters

Blog posts and articles

Interactive Tools to Get StartedNot sure where to begin? These tools will point you in the right direction:

What’s Your Risk Score?

What’s Your Wealth Strategy Style?

Free Guide: Smarter Wealth Building in the Age of AI

Ready To Get Started? Learn With Us

Subscribe to Our Newsletters

^{Why Iron Point}
Fiduciary. Independent. Tech-forward.

^{Choose Your Path}
Find the solution that fits your goals:

^{Meet Your Team}
Advisors who care. Experience you can trust.

Resources
Financial Education That Gives Back

^{Interactive Tools to Get Started}
Not sure where to begin? These tools will point you in the right direction:

^{Ready To Get Started?}
Learn With Us