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
Company Details
- Employees
- 1
- Founded
- -
- Address
- Ithaca, New York 14850, Us
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- http://www.ithacawealth.com
- Keywords
- financial advisor, financial planning, investment management, portfolio management, retirement planning, asset allocation, fiduciary, wealth management, equity analysis, investment analysis, personal finance, financial consultant.
- HQ
- Ithaca, New York
Ithaca Wealth Management Questions
Ithaca Wealth Management's website is http://www.ithacawealth.com
Ithaca Wealth Management's LinkedIn profile is https://www.linkedin.com/company/ithacawealth
Ithaca Wealth Management has
1 employees.
View email and phone details for 1
employees at Ithaca Wealth Management.
Ithaca Wealth Management's industry is
Investment Management
Ithaca Wealth Management's top competitors are
Blue Horizon Advisors,
Blue Horizon Advisors Llc,
Naftogaz Of Ukraine,
Galena Asset Management,
Parity | A Group 1001 Company,
Ivy Asset Group,
Bounte,
Harris Beach Murtha,
Fingerlakes Wealth Management,
Datakey Consulting, Llc.
Ithaca Wealth Management's categories are Investment Management
Ithaca Wealth Management's founding year is 2020
