Ironoak Wealth

Nicholas Munoz is a financial advisor at Ironoak Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at various firms including Stonewater Wealth Management and Guardian Life. In addition to his advisory role, Munoz provides insurance services as a managing member of Ironoak Partners, LLC. Ironoak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and comprehensive financial planning. The firm provides ERISA plan advisory services in both 3(21) and 3(38) fiduciary capacities and employs a tailored investment approach that incorporates fundamental, technical, cyclical, and charting analyses.

Kelly McGrath is a financial advisor at IronOak Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Stonewater Wealth Management and Erben Associates. Outside of her advisory work, she is involved with Golf Apparel, LLC, where she serves as a bookkeeper and accountant. IronOak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management along with various financial planning and retirement-plan advisory services. The firm offers tailored investment programs implemented on a discretionary basis and is notable for providing ERISA 3(21) and 3(38) plan fiduciary services, a fixed-fee comprehensive planning product with multiple revisions, and a policy of no account minimum.

Christopher Hager is a financial advisor at IronOak Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Charles Schwab, and TD Ameritrade. Outside of advisory work, he is involved in insurance services through IronOak Partners, LLC. IronOak Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management and a variety of financial planning and retirement-plan advisory services. The firm offers tailored investment programs and distinct ERISA fiduciary services while allowing clients to impose written investment restrictions and access a client portal.

Tracey Brenneise is a financial advisor at Ironoak Wealth with 20 years of industry experience. She holds the Series 66 designation and has worked at firms including Stonewater Wealth Management, Erben Associates, Merrill, and Waddell & Reed. Since 2020, she has also been an independent insurance agent. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services, including ERISA 3(21) and 3(38) fiduciary roles.

Jeffrey Newman is a financial advisor at IronOak Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of his advisory role, Newman is involved with The Austin Stone Community Church in Cedar Park, TX, where he serves as a musician. IronOak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm provides both limited 3(21) and full 3(38) fiduciary services for qualified retirement plans and employs a tailored investment approach supported by fundamental, technical, charting, and cyclical analysis.

Philip Matherly is a financial advisor with Ironoak Wealth in Cedar Park, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank and Clearing, JP Morgan Securities and Chase Bank, and Key Investment Services. Ironoak Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management along with comprehensive financial planning and retirement-plan advisory services. The firm offers tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and distinguishes itself by providing both ERISA 3(21) and 3(38) fiduciary plan services and a fixed-fee comprehensive planning product without an account minimum.