IW
Ivy Wealth
Potenciando tu futuro financiero con asesoría de confianza.
5
Business
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Potenciando tu futuro financiero con asesoría de confianza.
Ivy Wealth es una firma de consultoría financiera de primer nivel ubicada en Dallas, especializada en estrategias de inversión personalizadas y gestión integral de patrimonio. Con una calificación estelar de 5 estrellas por parte de clientes satisfechos, ofrecen una combinación única de educación y opciones de inversión adaptadas a las necesidades de cada cliente. Ivy Wealth, dirigida por asesores experimentados como Jordan Earles y Tim Spark, se enorgullece de construir relaciones sólidas y ofrecer un servicio excepcional, asegurando que los clientes se sientan informados y confiados en sus decisiones financieras. Ya sea que estés planeando la jubilación o explorando nuevas oportunidades de inversión, Ivy Wealth hace que el proceso sea sencillo y gratificante.
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Estrategias de inversión a medida con opciones diversificadas, incluidas oportunidades más allá de los mercados tradicionales, para hacer crecer su riqueza de manera efectiva.
Servicios integrales de planificación de la jubilación para asegurar su futuro, con orientación detallada sobre ahorro, inversiones y estrategias de ingresos.
Asesoría experta y gestión de pólizas de seguro de vida, asegurando protección para usted y sus seres queridos con trámites sin complicaciones y nuevas pólizas.
Servicios integrales de gestión de la riqueza que abarcan planificación financiera, asignación de activos y estrategias de crecimiento a largo plazo para personas de alto patrimonio neto.
Sesiones de educación centradas en el cliente para desmitificar las inversiones y las finanzas, que le permiten tomar decisiones informadas sin presión.
Calificación general
ND Simonsen
Over the past 30 years I've been with 2 different advisors. I've been so pleased with my move to Ivy Wealth. Communication and education is top notch and the breadth of investment options is more than I've had available elsewhere. I sleep well at night knowing they are helping me manage and navigate my future. Big thanks to Jordan, Hallye, Michael and Mary Ellen and their support staff!
Sherika “RikaNicole” Rodgers
I’ve been working with Tim Spark since 2021, and I honestly couldn’t ask for a better financial advisor. When I transitioned from my previous firm, where most of my policies were originally set up, I reached out to Tim to see if he’d be willing to take me on - and without hesitation, he said yes. That meant a lot to me. He helped me get everything transferred smoothly and even guided me through setting up a new policy for my mom. Tim has taken great care of all my life insurance and investment needs and always breaks things down in a way that’s easy to understand. I’ve never felt pressured or confused - just supported. And shoutout to his assistant Kim Crowley - she’s truly a sweetheart. Super responsive, kind, and always on it when I need something handled. Between the two of them, I always feel like I’m in good hands. If you’re looking for someone trustworthy, knowledgeable, and genuinely easy to work with, Tim is your guy. I’m grateful for all the support and guidance over the years.
Sarah Hollander
Working with Jordan Earles at Ivy Wealth has been an absolute game-changer for my finances. He makes investing easy to understand, even for someone like me who isn't naturally drawn to numbers or markets. Since working with Jordan, I feel confident and informed about the direction my money is going. He’s not only helped my money grow, but he’s also introduced me to investment opportunities I never would’ve known about on my own. Jordan doesn’t try to sell me things I don’t need; instead, he takes the time to come up with creative, personalized strategies that really work for me. On top of that, he’s super friendly and easy to talk to — I actually look forward to our conversations. I’ve gotten more value out of working with Jordan in a short time than I have in a decade with my previous advisor. Highly, highly recommend.
Craig Goodspeed
Working with Jordan Earles has been great. He is very knowledgeable, always researching for best investments to match my goals. Many times introducing me to investments I would not normally consider by just following the stock market. I really like his penchant for educating me on all the details then letting me decide, as opposed to promoting an investment and pushing for me to join. I recommend anyone interested to at least reach out to Jordan and invest in a 15 minute conversation. Even if you don’t end up immediately working with him, he’ll be a worthy contact and resource.
Jason Tindal
Ivy Wealth Management is truly a standout firm when it comes to financial expertise and client service. What really sets them apart is how easy they are to work with—whether you’re planning for retirement, investing, or managing wealth, they make the process seamless and stress-free. Their professionalism, attention to detail, and genuine commitment to client success make them a top choice for anyone looking for expert financial management. They took the time to help me understand where each and every dollar was being invested and kept me diversified. I truly get one in one attention anytime I am wanting to discuss my investments. They truly have my best interest at heart. Hats off to Jordan and his team. Highly recommended!
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