Ithaca Wealth Management

We help individuals and business executives compound their wealth by offering prudent investment advice and portfolio management services. We help our clients identify their financial goals and develop a customized financial plan tailored to their needs. We constantly monitor and update their plan as life events dictate, and coach our clients to take advantage of different investment opportunities that may enhance their wealth. We are a digital first Registered Investment Advisor (RIA) that offers an entirely virtual client experience during the coronavirus lockdowns. From a quick and painless online account opening process, to a videochat or telephone call, we are here to serve you during these uncertain times. We are fiduciaries and are required by law to act in your best interest. As an independent firm, we are not bound to any proprietary products and we don't earn any sales commissions on investment products. 100% conflict-free financial advice, from Ithaca Wealth Management. Our digital investment platform also supports fractional share trading, which means you can open up an account with as little as $100 to test out our services and see if we're a good fit for your financial needs. Download our investment app on the iOS store, just search for : Altruist Client