Ivy Wealth Management Inc

Financial planner in West Warwick, RI (show on map)

5.0

★★★★★

1 reviews

Ivy Wealth Management, Inc. is a comprehensive financial services firm providing ongoing planning, advice, service, and support in helping its clientele achieve their specific financial objectives.

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Call (401) 681-4266

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About

Ivy Wealth Management, Inc. consists of three specialized teams—Ivy Wealth Advisors, Ivy Insurance Associates, and Ivy Retirement Solutions—each providing fiduciary financial planning, risk mitigation, retirement plan management, and investment advisory services to ensure clients achieve their financial objectives responsibly and in a timely manner.

Fiduciary obligation to act in clients' best interest

Comprehensive suite of services including wealth planning, insurance, retirement solutions, and investment advisory

Specialized teams for tailored client experiences

Services

Financial Planning

Comprehensive wealth management services including net worth statements, accumulation strategies, estate planning, cash flow analysis, income distribution strategies, education planning, insurance and risk protection, Medicaid planning, tax reduction strategies.

Net Worth Statement Accumulation Strategies Estate Planning Cash Flow Analysis Income Distribution Strategies Education Planning Insurance and Risk Protection Medicaid Planning Tax Reduction Strategies

Retirement Plans

Management and support of various employer-sponsored retirement plans including 401(k), 403(b), 457, SIMPLE IRA, SEP IRA, and ESOP.

401(k) and 403(b) Plans 457 Plans Multiple Employer Plans (MEP) Simple IRA, SEP IRA Individual 401(k) Plans Non-Qualified ESOP

Investment Advisory

Personalized investment management for individual, joint, UTMA, trust accounts, retirement accounts, education accounts, and business cash management.

Investment Accounts (Individual, Joint, UTMA, Trusts) Retirement (Deductible IRA, Non-Deductible IRA, Rollover IRA, Roth IRA) UTMA/UGMA Education (Coverdell, 529) Trusts (Revocable, Irrevocable) Emergency Account Management Business Cash Management

Fiduciary Consulting

Fiduciary oversight, plan selection, investment committee guidance, target date fund analysis, and comprehensive fee analysis for retirement plans.

Plan selection and design Request for Proposal (RFP) development and assessment Investment Committee development, guidance, and education Comprehensive plan governance and oversight Target Date Fund selection and analysis Comprehensive fee analysis Quarterly reporting

Insurance and Risk Management Strategies

Comprehensive insurance solutions including income preservation, asset protection, estate tax minimization, legacy planning, and employer-sponsored group benefits.

Income Preservation Asset Protection Estate Tax Minimization Legacy Planning Employer-Sponsored Group Benefits Buy/Sell Agreements Key Man Protection Life, Disability, Long-Term Care, and Hybrid Insurance Policies