Ironwood Family Wealth Advisors

We aspire to exceed your expectations in all respects. When selecting our firm to assist you, you can rest assured that you’ll receive comprehensive advice from a highly qualified partner that will address the financial needs you’ll encounter prior to and during retirement.

Our founders, Don Callaghan and Curt Thompson, are pioneers of the Outsourced Chief Investment Officer (OCIO) model, building the first OCIO firm ever to over $20 billion in assets under management. From this history of innovation, Global Strategic NextGen OCIO is the next stage of evolution for the OCIO space, serving institutions and high-net worth families, making our firm one of the fastest growing investment advisory firms in the country. Global Strategic is 100% employee-owned and operated. As our client, you receive personalized, quality service and a true partnership. From the very beginning of our relationship, your dedicated client service team will stand by you and work with you through any scenario.

EPIC Holistic Partners is a financial services company located in Scottsdale, AZ. We specialize in financial planning, investment services, tax, and risk management. We have a team of experienced professionals who can help you achieve your financial goals. We offer a wide range of services, including: * Financial planning: We will help you create a financial plan that is tailored to your individual needs and goals. * Investment services: We will help you invest your money in a way that will help you reach your financial goals. * Tax: We will help you prepare your taxes and make sure you are getting the most out of your return.