Managing Directors
The Iron Gate Wealth Advisors business model is similar to that of many major and international private wealth management firms: We develop comprehensive financial strategies on a fee only basis. We do not earn commissions for our services.
Addison G. Fluent III CPA, CFP, PFS
Addison focuses on all areas of comprehensive tax, financial and investment consulting. His areas of expertise include sophisticated income and tax planning, gifting techniques, investment advisory , trust and estate planning, retirement and cash flow analysis. He has a proven track record of successfully navigating the intricacies associated with wealthy individuals and their families and staying at the forefront of wealth management strategies by continually assessing industry trends, legislative forces and market shifts.
Joshua D. Petrusko, QFOP
Joshua specializes in advanced portfolio design and fixed income strategies for ultra high net worth clients. He has a proven history of providing consistent returns using modern portfolio theory and utilizing independent research sources. Joshua works in conjunction with the Family Office of Fidelity Wealth Management Services to stay abreast of all the latest financial and economic conditions affecting client portfolios.