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Financial Strategies.
Asset Management.
Peace of Mind.
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Independent, objective advice and guidance |
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Solution-based strategies to address that which is important to you |
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Time-tested principles of wealth accumulation, preservation and distribution |
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Areas of Focus:
Financial Planning, Investment Advisory, Business Retirement Plans |
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Designations: Certified Financial Planner™, CRPC® |
Ivy Wealth Management was founded on the principle of “integrity first.” That is, doing the right thing for the client, always! Strictly adhering to this principle has enabled our team to earn the trust and confidence of our valued clientele since 2001. We are deeply committed to helping our clients achieve all that is important to them and believe this is reflected in our passion for what we do and how we do it. With Ivy Wealth’s continued growth, our singular mission remains: to deliver financial peace of mind to each and every client.
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Ivy Wealth Management, Inc. offers securities and investment advisory services through LPL Financial. Member FINRA/SIPC.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Rhode Island area (includes Bristol, Kent, Newport, Providence and Washington counties in the state of Rhode Island, and Bristol county in the state of Massachusetts) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 4,700 wealth managers in the area. 287 award candidates in the Rhode Island area were considered for the award, of which 111 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Rhode Island Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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