Red Oak Asset Management

At Ironwood Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Middleton, WI area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Roman author Plautus said that “your wealth is where your friends are.” It is so true: My best clients and professional acquaintances are also my friends and an extended part of my family, and I’ve enjoyed seeing them prosper. I’d like to welcome you to that circle of friends.

Welcome to LEGACY Investments & Insurance Services, our company provides professional money management and financial planning services to help our clients achieve their personal and financial goals. We specialize in wealth management and retirement income planning.As independent investment advisors, we serve as our clients' personal advocate. We help you map out a plan to reach your financial destination. As your personal financial advisor, we can: Help you identify your personal and financial goals (your destination). Recommend solutions tailored to your specific needs (your roadmap). Explain how and when to make adjustments to your financial plan (roadside assistance).On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.Securities Offered Through First Allied Securities, Inc. A Registered Broker Dealer Member of FINRA/SPIC. Advisory Services Offered Through First Allied Advisory Service, Inc. A Registered Investment Adviser.