SPECIAL ADVERTISING SECTION WEALTH MANAGERS
Ivy Wealth Management , Inc .
13
YEAR WINNER
Left to right : Front row : Ralph Coppola ; Jackie Herzig ; Mel Senesi ; Deb Senesi ; Thirteen-year winner Brad Ingegneri ; Ben Ingegneri ; Middle row : Paul Cooney Jr .; Todd Sadwin ; Olivia Caronna ; Bryan LeBeau , Michael Raspallo ; Back row : Two-year winner Mark Piccerelli ; Ben Veglas ; Michael Kiernan ; Jeremy Doran ; Sean Marchetti
Comprehensive Financial Planning . Asset Management . Peace of Mind .
Ivy Wealth Management , Inc . is a comprehensive wealth management firm which assists its clientele with every aspect of their financial lives . Our team prides itself on delivering customized solutions and personalized service to each of its clients . Specifically , our advisors collaborate to create , implement and monitor customized strategies to help each client achieve their objectives in a prudent and timely manner . With our clients ’ best interests at the forefront of all we do , we carry out our mission to guide each client on their journey toward financial stability , independence and prosperity . In doing so as fiduciary advisors , our team continues to earn a reputation for excellence .
Ivy Wealth Management ’ s core competencies are :
• Personal and employer-sponsored financial planning • Qualified and non-qualified business retirement plans
• Investment advisory and portfolio management services • Fiduciary consulting
• Comprehensive risk management and insurance solutions • Estate and business succession planning
1350 Division Road , Suite 200 West Warwick , RI 02893 Phone : 401-681-4266 brad @ ivywealth . net • www . ivywealth . net
FIVE STAR WEALTH MANAGER AWARD WINNER
completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode Island-area YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 12 / 1 / 21 , 3 / 29 / 21 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ assets . The as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
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