About Us
Building Relationships. Building Wealth. Building Your Future.
Each client’s journey is unique, but the goal remains the same: To help create confidence, simplicity, and stability through every stage of your life.
You may be asking
Am I on track for retirement?
How can I minimize taxes when passing along assets to my heirs?
Will my plan protect my loved ones if something unexpected happens?
Ivory Wealth Management can help you answer these questions. Our comprehensive approach integrates investment management, tax planning, and estate strategy to help each part of your financial plan work together seamlessly.
About Us
Putting the Client First
Our mission is to help you make confident financial decisions rooted in understanding, not uncertainty. Taking time to learn about your goals, your family, and your values before creating a plan helps us bring all the elements together.
- For single individuals, the focus is on strengthening financial independence, building long-term security, and staying flexible as life continues to evolve
- For those who are widowed, compassionate, steady guidance helps organize, protect, and sustain financial well-being through a time of transition
- For multigenerational families, coordinated wealth strategies bring clarity and connection across generations—helping to preserve values, align goals, and ensure legacy endures
A sound plan isn’t just about money—it’s about feeling secure and confident, knowing your decisions honor your loved ones, your future, and your sense of stability.
Meet Our Founder
Christopher B. Cymbala, Wealth Consultant
People are the focus of my work. The best advice I received early on was to build strong relationships with hardworking families across generations and to work as hard for their financial success as they do for their wealth.
That perspective has been the foundation of my work as a wealth consultant and advisor.
I got into this industry to help individuals and families grow and distribute their wealth in a tax-efficient manner. My goal is to create lasting, trusted relationships with people who want an advisor who treats them like family—not just another account.
In my work with single, widow, and multigeneration clients, I aim to understand their full financial picture and ensure all areas—tax, estate, and long-term care planning—are thoroughly addressed and regularly updated.
With over two decades of experience in the financial services industry, helping clients reach and maintain their goals and successfully transition tax-efficient wealth to their heirs is the most fulfilling part of what I do.
“Whatever doesn’t kill you makes you stronger” is my all-time favorite quote. It resonates with both life and the markets. Difficult moments help strengthen your mindset, portfolio, or financial plan. I help clients navigate challenges—from market volatility and economic uncertainty to personal financial setbacks—with resilience and long-term perspective, so they feel more financially secure.
When I’m not working with clients, I keep active cycling, running, and playing basketball. Our three children keep my wife and me active too. As a family of avid snowboarders, we enjoy spending time in Vermont in the winter months. Throughout the summer, you can find us marveling at sunsets and throwing sticks to our standard poodle Ari on the Connecticut shoreline.
