Services

Meet Ivy Wealth Management, Inc.

Comprehensive wealth management is not a do-it-yourself project. You need a sounding board and access to specialists that have your best interests in mind. As fiduciaries, we are bound to ensure that your needs always come first. We take the mystery out of investing, insurance, wealth preservation, and estate conservation and transference.

Ivy Wealth Management, Inc. is a comprehensive financial services firm providing ongoing planning, advice, service, and support in helping its clientele achieve their specific financial objectives.

In an advisory capacity, the advisors at our firm operate under the highest industry standard as fiduciaries. This means each advisor is obligated to act in your best interest…always! Because your objectives and needs are unique to you, doing so can only be accomplished after fully assessing your financial situation. This is an essential part of our process and empowers our team to develop solutions specifically designed to help you achieve all that is important to you in a responsible and timely manner.

Ivy Wealth consists of three teams working collaboratively for the benefit of our clients:

Ivy Wealth Advisors

First and foremost, the financial advisors at Ivy Wealth are fiduciaries. This means we are obligated to work in your best interest…always!

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Ivy Insurance Associates

Our insurance advisors help individuals, families, and businesses identify, assess, prioritize, and mitigate the various risk exposures which could potentially jeopardize the realization of their stated objectives.

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Ivy Retirement Solutions

Our retirement plan team works with corporations and non-profit organizations to appropriately establish, manage, and support employer-sponsored retirement plans. The goal for each of our retirement advisors is to create successful retirement plan experiences for both the plan sponsors and plan participants with whom they work.

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Financial Planning

Net Worth Statement
Accumulation Strategies
Estate Planning
Cash Flow Analysis
Income Distribution Strategies
Education Planning
Insurance and Risk Protection Strategies
Medicaid Planning
Tax Reduction Strategies

Retirement Plans

401(k) and 403(b) Plans
457 Plans
Multiple Employer Plans (MEP)
Simple IRA, SEP IRA
Individual 401(k) Plans
Non-Qualified
ESOP

Investment Advisory

Investment Accounts (Individual, Joint, UTMA, Trusts)
Retirement (Deductible IRA, Non-Deductible IRA,
Rollover IRA, Roth IRA
UTMA/UGMA
Education (Coverdell, 529)
Trusts (Revocable, Irrevocable)
Emergency Account Management
Business Cash Management

Fiduciary Consulting

Plan selection and design
Request for Proposal (RFP) development and assessment
Investment Committee development, guidance, and education
Comprehensive plan governance and oversight
Target Date Fund selection and analysis
Comprehensive fee analysis
Quarterly reporting

Insurance and Risk Management Strategies

Income Preservation
Asset Protection
Estate Tax Minimization
Legacy Planning
Employer-Sponsored Group Benefits
Buy/Sell Agreements
Key Man Protection
Life, Disability, Long-Term Care, and Hybrid Insurance Policies

Ficuciary Consulting

Plan selection and design
Request for Proposal (RFP) development and assessment
Investment Committee development, guidance, and education
Comprehensive plan governance and oversight
Target Date Fund selection and analysis
Comprehensive fee analysis
Quarterly reporting