Ian McIlvaine

Background

About Ian McIlvaine

As a Wealth Advisor I work for my clients. I believe that we all need a master plan, and that as our lives transition and change.the plan should also. Therefore, I work with each client to develop a plan that is personal, addresses their risk management and is aimed at their goals and investment expectations. My clients represent a cross-section of backgrounds, professions, and life-stages. Here are some areas in which I have particular focus and expertise: Business-Business succession planning -Retirement plan design and management -Liability management Retirement-Long range & Income planning -Risk management -Portfolio construction & management strategies Legacy & Estate Investment Planning-Beneficiary planning -Charitable gifting strategies -Health care & Long term care planning Our team follows some simple guidelines that help us deliver an exceptional experience for clients: 1) We listen. We focus on hearing and understanding what you most want to accomplish. 2) We collaborate. With a broad base of knowledge in our local team, and specialized resources available through Axxcess Wealth Management and our partners - we will seek out the best solution for your situation. 3)We'll stay by your side. We work as fiduciaries for our clients. It's our job to see that the plan is designed to meet your goals. If your goals change, we work with you to adapt your plan accordingly. Please contact me by email, ian.mcilvaine@vandaliawealth,com, or phone, 304.915.0261. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of WV, VA, KY, CO, NC, FL, AZ, CA, DC, DE, GA, IL, MA, MD, MO, NJ, NY, OH, OR, PA, SC, TN, TX, UT, WA, CT, IA, KS, MI, MS, VT, IN, NM, ID, WY and MT.