Iron Path Wealth Management, Inc.

Iron Path Wealth Management
Fee-Only Fiduciary Advisory Firm

Dan Granucci, CFA, CFP® founded Iron Path Wealth Management with a simple mission.  He wanted to create a financial planning firm that he would hire for his own family.

With 15 years of experience giving clients financial advice, Dan knew exactly what he would look.

A wealth management firm should: 
  • Understand a family's goals and values before offering any advice
  • Offer transparent fee-only advice based on a client's actual needs
  • Manage investments based on proven research with a focus on minimizing expenses and taxes
  • Have the expertise to advise on a variety of topics, not just a portfolio
  • Provide insight on all aspects of a family's financial life including cash flow, retirement, educational planning, taxes and insurance
  • Always act as a fiduciary, putting clients' needs first, in the strictest sense of the word
With this mission in mind, Dan built a wealth management platform with modern technology to create the best client experience.

Whether you are considering financial planners for the first time or you are considering replacing your current advisor, Iron Path would love to talk.

CLICK HERE to book a 30 minute call to get to know us!
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

15 Crabapple Ln Sandy Hook, CT 06482-1539 Phone: (203) 506-6892

Primary Office

15 Crabapple Ln Sandy Hook, CT 06482-1539 Phone: (203) 506-6892