We named our firm Ivy Wealth because we thought the visual imagery was compelling. Have you ever seen an ivy plant grow up the side of a building or home?
When the leaves are well manicured, they can bring beauty, charm and character to a home. However, when it is left unattended for too long, it can take over it's host and cause a number of real problems.
We believe money is the same way. When it is well managed and cared for it has a chance to grow better. However, without a plan to care for it, it has a way of getting away from us.
Many of our clients have told us before working together that they didn't have the time or energy to maintain their finances the way they've wanted. Now they feel confident in their plan to protect and grow what they have in a way that is beautiful.
Founder | Wealth Management Advisor
Wealth Management Advisor
Financial Planning Director
Agency Compliance Administrator
Director of Technology
Director of New Business
Director of Marketing
Director of Compliance
New Business Coordinator
Financial Planning Assistant
Director of Business & Estate Planning
Director of Client Experience