DBA Name Change To Ironhorse Investments & Estate Planning

3/14/2025

We hope your New Year is off to a great start!!

The purpose of this letter is inform you that you will be seeing name change with for your accounts at Charles Schwab. The name will change from Saxony Capital Management, LLC. to Ironhorse Investments & Estate Planning.

Also included in this mailing is the Annual Offer letter and Privacy Policy.

Please let us know if you have any questions,

Sincerely,

Mark Thompson
Saxony Capital Management, LLC.

Steven Kaestner & Jamie Kaestner
Ironhorse Investments & Estate Planning