124 Westbrook Road, Suite 202
There Is A Better Way:
At Ivory Wealth Management, we believe in the power of individual choice. After all, it was that same power that founded our firm!
We are an independent wealth management firm. We don’t have a famous Wall Street name, we don’t have sales quotas imposed on us like other financial professionals may and we don’t have proprietary products that we have to promote. We have the opportunity to think “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving your wealth. All our energy, commitment, and efforts are focused on you, the client, and your situation. Understanding your needs, wants and long-term goals will enable us to help you develop, implement and monitor a strategy that’s designed to address your individual situation.
Our priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals, and provide you with the highest level of service.
We have the knowledge and integrity, and we are here to help you.
Care for our clients in the way we’d want for ourselves. We founded Ivory Wealth Management to be the kind of place where we’d want to be clients, if we didn’t already work here! We’d want to be respected, informed, and heard. We don’t expect our clients to demand any less.
Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.
Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Give back to the community that we are part of. We can’t begin to explain the level of frustration we felt when the purse strings of a multi-billion dollar firm were controlled by someone who has never been to our community, not to mention, know where it was if handed a map. We look forward to supporting the local businesses, nonprofit groups and philanthropic communities in their efforts. We pledge to give back a portion of our company profits back to the communities that we are a part of.
Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we’re friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspective that can help keep you on an even keel through the ups and downs.
Practice time-tested financial approaches. At Ivory Wealth Management, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly.