Ivory Wealth Management

Ivory Wealth Management There IS a better way ... Far from Wall Street, close to home ... Welcome to Ivory Wealth Management online!

We are an independent financial firm that has been helping the good people of Essex, Connecticut (as well as clients nationwide and around the world), establish and maintain their long-term financial goals for more than 15 years. If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resou

rces that can help empower you to be a more knowledgeable investor (the kind we like!). If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you. We appreciate your interest in Ivory Wealth Management and sincerely look forward to serving you


Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Ivory Wealth Management is not affiliated with Kestra IS or Kestra AS

www.finra.org and www.sipc.org

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS 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 our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided
Investor Disclosures: https://www.kestrafinancial.com/disclosures

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?
03/04/2026

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Use this calculator to compare the future value of investments with different tax consequences.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
03/02/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?
02/27/2026

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

Assess whether you are running “in the black” or “in the red” each month.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.
02/25/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
02/23/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Secrets of the Temple: How the Federal Reserve works.
02/20/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

We have some exciting news to share. 🎉After a lot of hard work and growth, we're thrilled to officially launch our new w...
02/20/2026

We have some exciting news to share. 🎉

After a lot of hard work and growth, we're thrilled to officially launch our new website — and with it, a whole new chapter for Ivory Wealth Management.

We've grown our team with some incredible people: Rich, Brian, Curt, Bob, and two more talented additions coming soon. We've expanded our presence with a new location in Huntington, NY. And we've built out services designed to meet our clients exactly where they are.

What's new:

✅ Expanded Retirement Plan Services — deeper expertise, broader reach, and dedicated support for businesses and plan sponsors
✅ Next Generation Wealth — thoughtful planning for the next generation of investors building their future
✅ Dedicated Services for Musicians & Artists — because creatives deserve financial guidance that truly understands their world

This growth is a reflection of the trust you've placed in us — and a promise to keep showing up for you in bigger and better ways.

We'd love for you to visit our new home online and see what we've been building.

👉 www.ivorywealthmgmt.com

Thank you for being part of our story. The best is still ahead. 🎸💼

Tax time can be a good time to give your household budget a checkup.
02/18/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
02/16/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

What’s the difference between a General Obligation bond and a Revenue bond?
02/13/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
02/11/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Address

124 Westbrook Road Suite 202
Essex, CT
06426

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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