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.
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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