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SOPHISTICATED SOLUTIONS TO GIVE YOU THE FREEDOM TO PURSUE YOUR PASSIONS

INTELLIGENT WEALTH MANAGEMENT

Dramatic sunset cloud on top of Mount Cook, the highest mountain in New Zealand. The image were taken in Aoraki Mount Cook National Park. Aoraki/Mount Cook National Park is in the South Island of New Zealand near the town of Twizel.

Bridge the Gap From Where You Are to Where You Want to Be

At Ivy Capital Partners, we help smart people make smart financial decisions through robust, integrated planning. We are committed to your best interests and giving you the confidence you need to go boldly in the direction of your goals and dreams. No matter how complex your financial world may be, we’ll bring clarity to your path and give you the freedom to pursue your passions.

Embracing Financial Fulfillment

EXPERIENCE CONFIDENCE IN THE COMPLEX

We simplify your wealth help you have greater clarity about where you are and where you’re going

EXPERIENCE FREEDOM TO DO WHAT YOU LOVE

We integrate all facets of your wealth and take the stress of managing it off your plate.

EXPERIENCE PEACE ABOUT THE ROAD AHEAD

We look after the big picture and help you stay on the right path through the seasons of life.

PERSONALIZED PLANNING, WORLD-CLASS SUPPORT.

We Are Award Winning

Adam Riegel has been recognized by Forbes as Best-in-State Wealth Advisor and as a Top Financial Security Professional. Many thanks to our hardworking team, amazing clients, and to our partnership with Northwestern Mutual. This would not have been possible without you.

InvestmentNews 40 Under 40 2022 logo
Forbes Best-In-State Top Financial Security Professionals 2022 logo
Forbes Top Financial Security Professionals 2023 logo
Forbes Best-in-State Top Next-Gen Wealth Advisors 2023 logo

Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Forbes Top Financial Security Professionals list (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Forbes “Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.