Your Financial Journey Deserves a True Partner.
At Iron Path Wealth Management, we don’t just manage money, we build lasting relationships. With over two decades of experience, we take the time to understand your family, values, and aspirations, creating a personalized path to your financial goals.
Experience the Difference of
CLIENT-FIRST WEALTH MANAGEMENT
At Iron Path Wealth Management, we don’t believe in one-size-fits-all advice. Our process is comprehensive, connected, and built around your goals, ensuring that every part of your financial life works together with purpose and clarity.
Whether you’re building wealth, navigating a major life transition, or preparing for retirement, our planning process gives you the confidence to move forward with a clear financial path.
OUR SOLUTIONS
RETIREMENT PLANNING
We help you optimize savings, income strategies, Social Security, Roth conversion planning, and long-term projections so you can retire with confidence.
TAX PLANNING
We proactively identify tax-saving opportunities now and in the future, coordinate investment placement and timing decisions, and collaborate with tax professionals.
EDUCATIONAL PLANNING
Support your children’s future with tailored strategies, including 529 plans, clarifying education goals, financial aid considerations, and long-term growth planning.
CASH FLOW PLANNING
We analyze your income, expenses, and goals to help you build sustainable habits and smart financial systems.
ESTATE PLANNING
We work with attorneys to craft wills, trusts, beneficiary designations, and charitable strategies that align with your intentions.
INVESTMENT PLANNING
Create a diversified portfolio aligned with your risk tolerance, goals, and timeline using evidence-based principles.
INSURANCE PLANNING
Ensure that your family’s future and your hard-earned finances are fully protected from unexpected circumstances.
Our approach is refreshingly straightforward, with every interaction bringing you closer to your goals.
- Fiduciary Always – Your best interests come first, every time
- Fee-Only Transparency – No commissions, no conflicts, no surprises
- Comprehensive Planning – We address every aspect of your financial life
- Collaborative Process – Your voice shapes your plan.
OUR AFFILIATIONS
MEET DAN.
Dan Granucci, CFA, CFP®, is a wealth manager with over 20 years of experience guiding families and businesses toward intelligent financial decisions.
After earning his business degree from Binghamton University, Dan dove into helping clients as a financial advisor. He later added financial planning and wealth management to his expertise with CFP® and CFA certifications.
In 2020, he founded Iron Path Wealth Management, embracing a fee-only, fiduciary approach to get even closer to his clients and their goals.
When he’s not helping people plan for the future, Dan enjoys outdoor adventures with his wife, Caitlin, and their kids, Sam, Cora, and Vince—whether it’s hiking, fishing, kayaking, or indulging in some great pizza! He’s also an avid scuba diver, serving as a Rescue Diver and Treasurer for Newtown Underwater Search and Rescue (NUSAR), where he helps with rescues and recoveries around Western Connecticut.
