IVC Wealth Advisors, LLC
Investment Management
163 E. Main Street
5 employees
- Employees
- 5
- Contacts
- 2
- Emails
- 2
IVC Wealth Advisors, LLC Overview
- Headquarters
- 163 E. Main Street
- Phone Number
- Available in AeroLeads
- Website
- ivcwealth.com
- Industry
- Investment Management
- Employees
- 5
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About IVC Wealth Advisors, LLC
Our mission is to empower our clients to succeed in the financial aspects of their lives. We strive to accomplish this through thoughtful, comprehensive, pragmatic financial counsel, personalized investment planning, risk management strategies and cutting-edge product solutions. Our philosophy recognizes the uniqueness of each client, and understands that solutions will be different for each family or business situation.We also believe that our clients are most assured when they are actively engaged in the planning and ongoing monitoring processes. Much like any other business owner, CEO or household, you are responsible for the direction, we will create the plan of action and help see that it is carried out. Our Foundation Integrity Your interest and well-being are what drive our decisions. Your goals are the priority. Values We maintain the highest standards of duty, honesty, trust, and honor. Commitment We affirm our Fiduciary duty to you and hold true to your financial goals. Securities offered through Private Client Services, LLC (PCS), member FINRA(www.finra.org)/SIPC(www.sipc.org). Investment advisory services offered through IVC Wealth Advisors LLC. IVC Wealth Advisors LLC and PCS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Private Client Services, LLC (PCS) and Investment Advisor Representatives of IVC Wealth Advisors LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact IVC Wealth Advisors LLC at 215-392-6631.
IVC Wealth Advisors, LLC Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
IVC Wealth Advisors, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Paul Mccolgan | Chief Compliance Officer, Operations | Perkasie, Pennsylvania, United States |
Email
|
| David Gotwals Chfc®, Aif® | Financial Advisor - Helping Businesses | Silverdale, Pennsylvania, United States |
Email
|
Employees by Management Level
Executive
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
| Executive | 1 | 1 | 0 |
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