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.
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