To guide our clientele 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.
Investment advisory services are offered through Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group, LLC.
Securities are offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SAI. This communication is strictly intended for individuals 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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We do not provide tax or legal advice; it is important to coordinate with your tax or legal advisor regarding your specific situation
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.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Ivy Wealth Management, Inc., The Patriot Financial Group LLC, and Securities America, Inc. are all separate entities.