About Nicholas Muñoz

Nicholas Muñoz

Founder, Chief Executive Officer, Chief Investment Officer

Nicholas Muñoz is the Founder, Chief Executive Officer and Chief Investment Officer of IronOak Wealth, where he leads the firm’s investment strategy, business direction, and client advisory relationships.

With more than 20 years of experience in wealth management and retirement plan consulting, Nicholas serves as a trusted advisor to entrepreneurs, executives, and multigenerational families seeking to grow, protect, and transfer wealth with purpose. His work centers on integrating investment, tax, and estate strategies within a fiduciary family office framework.

Guided by a belief that financial advice should be transparent, coordinated, and value-driven, Nicholas founded IronOak Wealth to provide a fiduciary family office experience tailored to business owners and families with complex needs. Under his leadership, the firm integrates investment, tax, estate, and business planning into a unified advisory process—always centered on the client’s best interests.

A Texas native and proud graduate of Texas A&M University, Nicholas holds a Bachelor of Arts in International Studies and Business Management. He is an Investment Advisor Representative with a Series 66 securities registration and insurance license.

Core Areas of Focus:
  • Advanced tax and estate coordination for families and business owners
  • Investment management and portfolio design emphasizing after-tax efficiency
  • Business succession and liquidity planning for privately held companies
  • Executive and owner-specific retirement plan strategies
  • Strategic collaboration with CPA, legal, and insurance partners

Beyond the firm, Nicholas is deeply committed to family and community. He and his wife, Tasha, live in the Austin area with their three children—Kennedy, Emerson, and Roman—and their two dogs. They enjoy exploring new restaurants, traveling, fitness, live music, and time outdoors while remaining actively involved in supporting local causes. Nicholas proudly sponsors and contributes to several nonprofit organizations, including Girls of Legacy and the Epilepsy Foundation Central & South Texas.

Philosophy:
Nicholas believes wealth is more than a measure of success—it’s a reflection of purpose, legacy, and the impact we leave behind. His guiding philosophy, “Clarity creates confidence, and confidence creates freedom,” defines both his personal approach and the culture of IronOak Wealth. Every relationship is built with the goal of empowering clients to live with intention, security, and peace of mind

More From Nicholas

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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