Real People. Real Expertise. Real Commitment.
We’re a team of fiduciary advisors, specialists, and client advocates helping high-net-worth individuals, business owners, and retirees make smarter financial decisions — with advanced tools and a human touch.
What We Do
At Iron Point Private Wealth, we specialize in advanced planning and investment management for:
- High-net-worth families
- Business owners and corporate retirement plans
- Retirees and pre-retirees building lasting financial security
- Led by Chief Investment Officer Nick Weber of IronPoint Capital Management, our firm blends institutional-level strategy, fiduciary experience, and AI-powered tools to help our clients make confident, tax-smart, long-term decisions.
Whether you're planning a business exit, managing generational wealth, or just getting started with your first $500, we bring clarity, purpose, and strategy to every stage of your financial journey.
Our Firm
Meet The Team
How We Work
We’re more than a collection of titles — we’re a team united by shared values:
Fiduciary mindset — always acting in your best interest
Education-first — empowering clients through clarity
Tech-forward — using tools like AI and data analytics to stay ahead
Relationship-driven — we actually listen, respond, and care
Whether you're looking for a low-fee solution or high-touch advice, you’ll find a team that’s smart, human, and built for your goals.