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Derek S
Series 63, Series 66
Scottsdale, AZ
Ironwood Wealth Advisors, LLC
Derek Sinani is the sole advisor at Ironwood Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Ironwood Wealth Advisors since 2010 and is also associated with DDBL, LLC, an inactive entity without business activity. Ironwood Wealth Advisors provides advisory services primarily to individual clients, including high-net-worth investors, offering discretionary portfolio management based on six model portfolios customized to client goals and risk tolerance. The firm combines fundamental analysis with technical trend-following and mainly uses mutual funds and ETFs, managing a concentrated book of discretionary assets.
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