About

About Ivy

Ivy Wealth Management, Inc. is a full-service financial services firm that was founded in 2010. As part of a Registered Investment Advisor, the firm assists its clientele with all aspects of their financial affairs and prides itself on delivering customized solutions and personalized service to each. Specifically, our team assesses every client’s situation and then creates, implements and monitors a customized strategy to help them achieve financial stability, independence and prosperity. Simply put, our mission is to help our clientele achieve financial peace of mind! In doing so, Ivy Wealth Management continues to earn a reputation for excellence.

Advisory services offered through Ivy Wealth Management, Inc., a DBA of Patriot Financial Group LLC, an SEC-Registered Investment Advisor.

Securities offered through Securities America, Inc., Member FINRA/SIPC. The Patriot Financial Group LLC, Ivy Wealth Management, Inc. and Securities America, Inc. are separate entities. This communication is strictly intended for clients and prospective clients of Securities America, Inc. residing in the states of CT, FL, GA, MA, NJ, NY, RI, SC, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

We do not provide tax or legal advice; it is important to coordinate with your tax or legal advisor regarding your specific situation.

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS).

Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing. 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.