General Info

The Ivy plant is well known for its strength, resilience an 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.