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Our Services

IVC Wealth Advisors offers customized services to a wide range of clients. Whatever you need, our spectrum of management and investment services have been specialized to help preserve your financial future.

Wealth Strategies

Markets shift and economies change, but our advisors remain dedicated to safeguarding what you’ve built. As changes occur, our customized investment portfolios are built to adapt. Our unparalleled asset management relies on prudent action, discipline and consistent oversight. While we work help protect and grow your assets, our disciplined investment strategy process will help minimize risk while maximizing your return.

Employee Retirement Program

At IVC Wealth Advisors, we can help you and your firm across a variety of retirement plan services: from monitoring and managing investments, customizing employee education, assisting cost control measures and more. We specialize in bringing tailored, long-lasting solutions to small and midsized companies. No matter what you need, our advisors will be here every step of the way.

Financial Planning

Wherever you are in life, we’ll be here to understand and harmonize your financial needs, from wealth protection and transfer, estate planning and administration, to education and retirement planning. Our focused approach to private wealth management starts with understanding your needs and values. We then build customized plans to help secure your short-term interests while protecting your long-term goals.

Insurance Management

Are you and your loved ones protected? Our customized insurance policies will help protect against the unexpected. At IVC Wealth Advisors, we offer a full suite of insurance policies. While monitoring your existing policies to guard against loopholes, our advisors will seek new opportunities to defend what you’ve worked so hard to achieve. We can build your confidence in tomorrow by strengthening your insurance policies today.