Ivy Wealth

Ivy Wealth is a financial planner in Dallas, Texas. The firm provides a comprehensive range of wealth management services, including financial planning, asset protection, tax-efficient asset management, insurance planning, and investment management. They serve individuals and businesses through specialized offerings such as retirement income planning focused on wealth protection, business planning for wealth-building and exit strategies, and fee-based planning conducted under a fiduciary standard of care. Additionally, the firm provides clients with private investment access, including the sourcing of exclusive opportunities and direct access to institutional alternative investments.

The firm operates through a structured three-step process that begins with consultation and goal setting to review client objectives. This is followed by the development and implementation of unique financial planning strategies, and concludes with ongoing communication and planning to ensure financial plans remain on track through life changes. The leadership team includes principals Tim Stark, Hallye Perkins, and Jordan Earles, alongside a dedicated group of wealth advisors and operations professionals. The firm’s philosophy is centered on the idea that money, much like ivy, requires careful management and a proactive plan to ensure it grows effectively rather than becoming unmanageable.

Ivy Wealth maintains thorough, well-documented business information online, and their digital presence is characterized by a website that search engines can read cleanly. This level of detail ensures that their professional services and expertise are easily accessible to those seeking financial guidance.

With a commitment to disciplined portfolio construction and risk management, Ivy Wealth provides essential financial stewardship for clients throughout Dallas.

Services:

• Business Planning
• Fee Based Planning
• Private Investment Access
• Retirement Income Planning
• Wealth Management