Our Team – Ironclad Wealth

Steven Livitz

PRINCIPAL, DIRECTOR OF INVESTMENTS

Steven Livitz is the Director of Managed Assets at Ironclad Strategies, bringing over two decades of experience in the investment industry. He joined Ironclad in 2018 after eight years as a partner at Griffin Financial Group’s Austin office.

Throughout his career, Steven has held key roles in business development, wealth management, securities trading, and investment analysis. His deep industry expertise, combined with a client-centric approach, allows him to provide strategic, customized financial solutions. He is dedicated to delivering a comprehensive wealth management experience, working closely with clients’ CPAs, estate planning attorneys, and other key advisors to ensure seamless financial coordination for individuals and families.

Steven holds a BBA in Finance from the University of Texas at Austin. Outside of work, he enjoys golf, cooking, traveling, and spending time with his wife, two daughters, and their dog.

Mark McAdams

PRINCIPAL

With over 3 decades of experience working with closely held business owners, shareholders or partners of mid-sized companies and family offices, Mark has assisted in legal, financial, and investment planning, His personal work experience includes being a business owner himself and attorney. In 2001, Mark decided to move out of the full time practice of law make his focus proactive client planning and the financial services industry. Currently Mark oversees Waterloo’s Family Office Services division. Mark’s expertise in all areas of wealth management, specifically business, tax, estate and transition planning, helps families manage, maintain and grow their wealth across multiple generations. In addition to this role, Mark is the co-founder of Ironclad Strategies (powered by Waterloo), a multi-family office). Mark is sought after by business owners as they transition from the active growth of their companies into exit or transition planning and wealth building for their families and other interests.

As a financial advisor, Mark brings a thoughtful understanding of clients wants and needs in addition to complex strategy and product knowledge to his work. Mark’s experience and resources have enabled him to advise and add value to a variety of clients from diverse backgrounds and industries while helping them focus on Risk Management, Asset Coordination, Small Business Planning and Multi-generational Wealth Planning. Mark is a graduate of Stanford University and the University Of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, business transfer /transition strategies, protection planning and financial independence.