Group overseeing $800 million switches to SagePoint from Lincoln

Group overseeing $800 million switches to SagePoint from Lincoln
IronBridge Wealth Counsel, which has eight advisers, has offices in seven cities across the country.
JUN 02, 2022

IronBridge Wealth Counsel, whose eight advisers oversee $800 million from seven offices across the country, has switched affiliation from Lincoln Financial to SagePoint Financial, part of the Advisor Group.

IronBridge has offices in Austin, Texas; West Palm Beach, Florida; Scottsdale, Arizona; Farmington, New Mexico; Windsor, Connecticut; Chicago and Salt Lake City, Advisor Group said in a press release Thursday.

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