Defining your life goals allows us to develop a truly personalized wealth strategy that you can count on. Whether you're ready for retirement, just starting your career, or somewhere in between, we can help.
Ithaca Wealth Management strives to provide outstanding long-term investment performance by investing in high quality companies, employing broad-based diversification, and taking a long-term view.
Focusing on returns without analyzing the risk can be a serious mistake. We analyze your investments on an ongoing basis to make sure the risk inside your portfolio is risk you're willing to take.
We will always act in your best interest, no matter what. We don't earn any commissions or kickbacks on what you invest in. Instead, we build investment portfolios specifically suited to your personal financial situation, avoid high fee investment products, and provide prudent investment advice. And with $0 account minimums, now everyone has access to a fiduciary.
Our investment management fees start at less than 1% so more of your money can compound into significant wealth over time. We succeed when you succeed. We will never try to sell you proprietary investment products and we have one flat all-in fee for both investment management and financial planning services.
We've partnered with Altruist to offer you a seamless user experience. Our digital investment platform allows you to open and fund an account in minutes, invest in fractional shares with $0 commissions, and access your account anytime from your smartphone. Combining a digital investment platform with a human financial advisor gives you the best of both worlds.
Ithaca Wealth Management is a Registered Investment Advisor (RIA) that offers comprehensive investment management and goal-based financial planning services to individuals who want to compound their wealth.
I founded this company to try something different in the wealth management industry.
To offer common sense investment portfolios that are diversified and directly invested in today's leading companies. To avoid high-fee investment products that slowly eat away at portfolio returns over time. To set investment management fees at less than 1%, so more of your money can compound into significant wealth. To set $0 account minimums so you can receive quality financial advice, no matter where you are in life.
It’s my goal to help you feel less stressed about your finances, so you can slow down and enjoy the most important things in life.