Flat Iron Wealth Management, LLC is an independent wealth management firm based in Gilbert, Arizona. Its approach centers on understanding each client’s goals, circumstances, and tolerance for risk, then working together to develop and carry out a financial strategy. The firm serves a range of investors, including entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals.

Its services include wealth management, portfolio construction and risk management, retirement planning, peak-career wealth-building strategies, and estate strategy. The firm also provides resources covering investment, insurance, tax, money, and lifestyle topics, along with educational articles, videos, calculators, and a glossary. Its three-step process begins with learning about clients and their objectives, moves to optimizing their financial approach, and continues with implementing the plan as needs change.

Flat Iron Wealth Management emphasizes long-term relationships and open communication, and invites prospective clients to schedule an initial conversation. Advisory services are offered through United Advisor Group, LLC, an SEC-registered investment advisory firm.