Ivy Wealth Management Revenue

About Ivy Wealth Management

It is our goal at Ivy Wealth Management to provide each and every client the amount of education, support and guidance they desire to help keep them on their path towards financial stability and well-being. Our firm recognizes, appreciates and embraces that our clients are all different. As such, we strive to tailor each client's experience to meet their particular needs. In doing so, it is our hope that Ivy Wealth clients feel good about their financial future. Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Ivy Wealth Management. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS is not affiliated with Summit nor Ivy Wealth Management. Opinions and comments expressed do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with LinkedIn, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice.

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