Jeremy Soboleski's Contact Details

Jeremy Soboleski's Company Details

Ivory Wealth Management, Inc.

Essex Village, CT, US • 5 - 9 Employees
Financial Services

At Ivory Wealth Management, we believe that there is a better way . . . •Care for our clients in the way we'd want for ourselves. We founded Ivory Wealth Management to be the kind of place where we'd want to be clients, if we didn't already work here! We'd want to be respected, informed, and heard. We don't expect our clients to demand any less.•Give back to the community that we are part of. We look forward to supporting the local businesses, nonprofit groups and philanthropic communities in their efforts. •Know our clients and their goals. We understand that investing is more than just a numbers game. There's emotion involved as well. People assign different values to money and approach investing for many reasons. When we first get to know each other, we'll ask you a lot of questions so that we can learn about you as a person, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.•Empower clients to feel confident about their decisions. You don't have to know the difference between a REIT and a UIT when you come to see us. We're happy to explain it to you if you're curious. If you're not, that's okay, too. Our goal is to make sure you sleep easily at night, secure in the knowledge that your money is working effectively for you.This communication is strictly intended for individuals residing in the states of CA,CT,FL,GA,IN,MA,ME,NM,NY,PA,RI,SC,VA,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Ivory Wealth Management, 16 Saybrook Road, Essex, CT 06426, (860) 767-5014.Please see our Terms of Use here: http://www.commonwealth.com/termsofuse.html