Founded by Robert Nursey, Ivy League Wealth Management has helped hundreds of families retire with confidence. The firm offers personalized, tax-efficient, and legacy-focused financial planning, serving clients from major Texas employers and nationwide, guiding them through life transitions, retirement, and wealth preservation.
Personalized, tax-smart, and time-tested approach
Deep experience through every market cycle
Caring, client-focused team that knows your name
Comprehensive services from building to protecting wealth
Services
Personalized Financial Planning
Tailored financial strategies reflecting clients' values, goals, family priorities, and financial picture.
Understanding of client values and goalsTax-smart planningLegacy and estate planning
Retirement Income Planning
Creating a retirement income plan that supports lifestyle, adapts to change, and sustains future.
Tax-smart withdrawal strategiesIncome planning for pre-retirees and retireesAdaptability to market changes
Estate and Legacy Planning
Planning to protect assets, care for family, and ensure legacy reflects the client's life.
Asset protectionLegacy planningTrust and will preparation
Risk Assessment with Nitrogen
Using Nitrogen to align portfolios with personal risk tolerance.
Interactive risk assessment quizPersonalized Risk Number®Portfolio alignment based on risk tolerance
Credentials & Certifications
40 Years of Experience
Reviews
Rating
5
★★★★★
Reviews
6
"And if you need anything help they are there for you."
Frequently Asked Questions
What is a Risk Number® and why is it important? +
Your Risk Number® is a personalized measure of your comfort with investment risk, derived from an interactive quiz. It helps align your portfolio with your personal tolerance for risk, ensuring your investments reflect your values and goals.
How does Ivy League Wealth Management help with retirement income planning? +
We create a tailored retirement income plan that supports your lifestyle, adapts to market changes, and provides steady, tax-smart income for the years ahead.
Can Ivy League Wealth Management assist with estate planning? +
Yes, we offer comprehensive estate and legacy planning services, including asset protection, trust and will preparation, and strategies to ensure your legacy reflects your life and values.
5.0
