IVC Wealth Advisors, LLC

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 Activities
Portfolio Management
All 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 Contact
Paul Mccolgan Chief Compliance Officer, Operations
Email
David Gotwals Chfc®, Aif® Financial Advisor - Helping Businesses
Email

Employees by Management Level

Executive 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0
Executive 1 1 0

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