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
