Ivy Wealth Management
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​The ivy plant is well-known for its strength, resilience and ability to endure through harsh conditions.  Not only can ivy survive in adverse climates, but it often maintains its evergreen color and continues to flourish.  These traits allow the ivy plant to multiply aggressively and grow stronger with time.

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.

​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.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.


​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.  

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
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  • Home
  • About
    • Our Name
    • Our Mission
    • Our Vision
    • Our Team
  • Services
  • Contact
  • CLIENT LOGIN - TD AMERITRADE