About IronOak Wealth, LLC

About IronOak Wealth

Founded on Fiduciary Principles

We serve entrepreneurs, executives, and families who value growth, stability, and long-term stewardship. Our role is to coordinate every dimension of your financial life — investment, tax, estate, and business — through one fiduciary family office platform.

We work with those who act with purpose: the innovators, builders, and leaders shaping the next generation. Whether your goals center on your business, your family, or your legacy, IronOak provides the clarity, structure, and discipline to protect what you’ve built and prepare for what’s next.

IronOak Wealth LLC delivers comprehensive wealth management for privately held business owners, executives, and multi-generational families—guided by fiduciary duty, coordinated planning, and a commitment to lasting relationships.

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MESSAGE FROM OUR FOUNDER
The Enduring Strength of IronOak Wealth

By Nicholas Muñoz

As the founder of IronOak Wealth LLC, a registered investment advisor firm, I wanted to take a moment to express my gratitude for your trust and confidence in our services. Your financial well-being is at the heart of everything we do, and I’d like to share with you some of the principles and values that guide our firm, encapsulated within the essence of our name, “IronOak

Our mission is to simplify the complexities of wealth so you can focus on what matters most — your business, your family, and your purpose. We do this by educating, coordinating, and advocating for you across every dimension of your financial life.

There is no single formula for success. Each client’s story is unique, and so are the strategies we design. From personalized investment management to integrated tax and estate coordination, every decision is made with diligence and intention.

Most importantly, our work is guided by trust. The families and entrepreneurs we serve allow us into the most private corners of their financial lives — a responsibility we never take lightly.

As we continue to grow, our commitment remains unwavering:

  • To act solely in your best interests, as fiduciaries.
  • To bring clarity and confidence to every financial decision.
  • And to build relationships that last across generations.

Thank you for the trust you’ve placed in us. It is both an honor and a duty we hold with deep respect.

Warm regards,
Nicholas Muñoz
Founder, CEO and CIO, IronOak Wealth LLC

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“

Working with Nick has given me a sense of clarity and confidence I didn’t have before. He put together a plan that not only supports my long-term goals but also gives me peace of mind about what I’ve already achieved. I finally feel like I’m in control of my financial life.

Kyle M
“

Nick has made what tends to feel overwhelming—planning for retirement—completely manageable. He walked me through every step, from rolling over my 401(k) to creating a steady income strategy. I now feel prepared and confident heading into retirement, thanks to IronOak Wealth

Phil T
“

With Jeff, we always know that he will listen to and understand our concerns and needs and be thoughtful and transparent in his responses. He’s given us great confidence that our wealth, goals and values are always in alignment.

Steve & Rhonda H

Testimonials are not representative of all clients or results.
See Important Testimonial Disclosure.

IronOak Wealth Drives Change

Dedicated to Superior Service and Financial Innovation

We are committed to the security and growth of your investments, retirement plans, business goals, and personal finances, empowering you to achieve financial success with confidence.

100
+
Years of Combined Experience
22
+
Years of Providing Innovative Investment Solutions
14
+
Years Specializing in Company Retirement Plans

Team Devoted to Your Future

More than 100 years of combined experience

Our advisory team is dedicated to helping families, business owners, and executives preserve, grow, and transfer wealth with confidence. Each member of IronOak Wealth brings specialized expertise—spanning investment management, retirement planning, tax strategy, and estate coordination—ensuring every client benefits from a comprehensive and collaborative approach.

We believe true value is built through clarity, coordination, and trust. Our diverse team works together seamlessly to deliver the personalized attention and fiduciary guidance every client deserves.

Explore our team profiles to learn more about each advisor’s experience, credentials, and perspective on building lasting financial strength.

Nicholas Muñoz

Founder, CEO & CIO

Lisa Bianculli Hutter

Partner, Client Advisor

Kelly McGrath

Retirement Consultant, Wealth Advisor

Tracey Kulpa Brenneise

Wealth Advisor

Jeffrey Newman

Wealth Advisor

Christopher Hager

Wealth Advisor

Megan Villasana

Executive Assistant & Office Manager

Madeline Pesoli

Client Service Associate

Amanda Nguyen

Client Associate

Our Process

IronOak Wealth

1. Discover

We start by discussing and defining your specific goals.

2. Develop

Next, we focus on plan design, matching values & your objectives.

3. Execute

With your plan in place, our goal is to maximize asset growth, minimize tax obligations & risk, optimize portfolio efficiency, and put legal docs in place.

4. Monitor

We keep you updated along the way by reviewing, evaluating & reporting on your plan and investments on a regular basis.