To provide our clientele with peace of mind on their journey toward financial stability, independence and prosperity.
While simply stated, the mission of Ivy Wealth Management is actually quite difficult. It is our experience that clients routinely want to make investment and planning decisions based on their emotions, while, in fact, most successful investing and planning outcomes are realized when emotions are eliminated from the process.
It takes great discipline for one to assess their situation rationally and plan accordingly without allowing emotions to trump their decision-making. In nearly every case, emotional influences are present to some degree...the key is to recognize them and not allow them to derail a successful plan before it even gets started. Doing so empowers the client to reflect deeply on their respective situation and make informed, responsible decisions, with a full understanding of the potential consequences (both good and bad) for each.
This prudent approach has served as the backbone to Ivy Wealth Management's client process. Starting with the proper planning not only provides our clientele with the increased wisdom and confidence necessary to effectively deal with inevitable headwinds that lie ahead, but more importantly, it helps us better guide them so they can achieve all that is important to them in their lifetimes.
Ivy Wealth Management, Inc. is an SEC-Registered Investment Advisor Advisory services offered through The Patriot Financial Group Insurance Agency, LLC, a registered investment advisor dba Ivy Wealth Management. The information contained in this website is for residents of the United States and is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security or product that is referenced herein. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. We do not provide legal advise; therefore it is important to coordinate with your legal advisor regarding your specific situation.