Ivy Wealth Management

Company Description
Ivy Wealth Management was founded with the goal of assisting its clientele with every aspect of their financial lives. The firm prides itself on delivering customized solutions and personalized service to each of its clients. Specifically, our team creates, implements, and monitors customized plans for our clientele to help them achieve all of their objectives in a timely manner.
 
Please visit our website at www.ivywealth.net to learn about our team and capabilities, including:
 
  • Personal Financial Planning (as well as an Employer-Sponsored offering)
  • Investment Advisory & Portfolio Management Services
  • Comprehensive Risk Management & Insurance Solutions
  • Estate & Business Succession Planning
  • Qualified & Non-Qualified Business Retirement Plans
  • Fiduciary Consulting
 
Investment advisory and planning services offered through Ivy Wealth Advisors, a DBA of Summit Financial LLC, an SEC-Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC. PKS and Summit Financial, doing business as Ivy Wealth Advisors, are not affiliated companies 8660707.1



Categories

Employment Screening, Staffing, Services

  • Employee Benefits

Financial Services

  • Estate / Retirement Planning
  • Financial Services
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