Today we’d like to introduce you to Rick Saunders.
Hi Rick, thanks for joining us today. We’d love for you to start by introducing yourself.
What started as a career is now my passion and purpose. I have grown from being a number driven “mathlete” at Duke University into a professional who uses numbers as a tool to help my clients reach their financial goals. What defines me as an advisor and sets me apart, is my genuine desire to be there when my clients need me most. I grew up on beautiful Hilton Head Island, SC and have a home there to this day. I am grateful for my life partner, business partner, and wife, Thu Saunders. Our son, Bennett, came into this world in 2019 and he has transformed our lives in magical ways. The model and inspirations for my business partnership with my wife comes directly from my mom and dad. They started and ran a successful real estate company together on Hilton Head that grew to over 100 realtors. My work ethic, commitment to excellence and desire to do good in the world stems from the example they set. Our favorite saying is ‘you make a living by what you do; you make a life by what you give.’
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
I’ve navigated volatile markets, changing regulations, and diverse client needs—always working to provide steady guidance, clear communication, and personalized support. Guiding clients through unpredictable markets has often pushed me to stay calm and steady, even when the financial landscape was anything but. I’ve had to keep up with constantly changing regulations, shifting economic conditions, and the pressure to create strategies that truly reflect each client’s unique goals and risk tolerance.
Thanks – so what else should our readers know about Iron Oaks Wealth Advisors?
At Iron Oaks Wealth Advisors, we see financial guidance as a partnership built on trust, connection, and purpose. More than managing wealth, we’re committed to understanding what matters most to you and celebrating the milestones along the way. Our key areas of focus include investment management, tax and estate planning strategies, small business planning, and insurance.
OUR CORE VALUES:
HELP FIRST — Our most important value. Hands go up before you even ask.
BE GRITTY — Go the extra mile. Details matter because your clients matter.
BE RELIABLE — Do what you say, when you say it. Every time.
BE PROFESSIONAL — Excellence in everything. Respect for everyone.
CAUSE JOY — We laugh together. We celebrate wins. This is family, not just colleagues.
Contact Info:
- Website: https://www.ironoakswa.com
- Instagram: https://www.instagram.com/ironoakswealthadvisors
- Facebook: https://www.facebook.com/IronOaksWealthAdvisors
- LinkedIn: https://www.linkedin.com/company/iron-oaks-wealth-advisors/
