Our Name

At Ivy Wealth Management, it is our belief that successful investors typically share the very same characteristics of the ivy plant... strength, resilience and the ability to endure through harsh conditions.

An investor's strength is borne out of a well-defined and appropriate strategy designed to meet their specific objectives.  This strategy can be thought of as the "roots" of the investment approach, providing the basis from which one can responsibly grow their financial position and allow it to strengthen and flourish with time.

The investment process is a journey, however, and is not always an easy one.  Like the ivy plant, so too will one's investment endeavors be met with adverse conditions.  Such conditions might include economic recessions, geopolitical events, natural disasters, government policy changes and tax law reform, all of which can lead to heightened market volatility and interest rate fluctuation.  It is during these times that our resolve to remain disciplined and patient is tested.  Furthermore, how we respond in the face of such adversities will likely dictate to what extent we actually realize our desired objectives.

Discipline and patience, coupled with time, have repeatedly rewarded those who have employed and adhered to a sensible investment philosophy.  It is these traits that allow successful investors to be resilient and ultimately grow their wealth in a responsible manner.