Financial Advice for Chefs

Continuous and comprehensive planning with modern technology to align your money with your values

Talk with an Ithaca Advisor

We’re not just financial experts; we’re chefs-turned-advisors

With five years of experience in fine dining kitchens, we know firsthand how overwhelming it can be to think about your finances after a grueling 60-hour week in a sweltering hot kitchen.

Let us take the heat off your financial planning and investment management tasks. Whether you’re a professional chef or a restaurant owner, we’ll create a tailored financial strategy that ensures you’re on the right path to success/retirement, letting you focus on your passion.

Investment Management

We'll help you analyze your investments and allocate your assets.

Goals-Based Planning

We get to know more about you and develop an investment plan that matches your goals, time-horizon, and risk-tolerance.

Charitable Planning

Want to use your wealth to make the world a better place? We'd be honored to help you maximize your impact.

Tax Planning

Taxes can be stressful. We'll help you understand and manage your tax liability.

Retirement Planning

Still working? Already retired? Navigate the next phase with our help.

Risk Management

We can't predict the future, but we can help protect you from the unknown.

Education Planning

We'll help you plan for the future of your family's next generation.

Estate Planning

We'll help you establish your legacy and protect your family, now and into the future.

How to Get Started

Becoming an Ithaca client

We know that working with a financial advisor is intimidating. So we created a simple 4-step process that makes it easy & approachable:

Step 1) Get to know each other

What was the spark that led you to reaching out? What questions do you have? We'll get to know each other and identify if a good fit, explain process of Ithaca Wealth, and identify next steps.

Step 2) Gathering data

If you decide that it makes sense to work together, we'll set up a RightCapital account to input financial data. We review everything while considering original conversations & understanding what your values are.

Are there any inconsistencies between what you said in meeting and how you positioned your financials?

Step 3) Review & make recommendations

In this step, we review plans and offer recommendations. We'll have a frank discussion and tweak inputs/goals accordingly.

Step 4) Implement & iterate

We implement any financial/investment recommendations and iterate the plan over time as life happens. This includes constant monitoring of portfolios relative to goals and constant communication about ongoings in markets, economy, personal finance, etc.

Our Only Fee

This one all-in fee covers investment management and financial planning via RightCapital

0.85% of assets invested
Auto-Pilot Pricing Program

Automatically lowers fee by 0.05% after your 2-Year and 5-Year account anniversary.

This blended fee is also lowered based on the size of assets invested
$0 to $1 million = 0.85%
$1 million to $2 million = 0.75%
$2 million to $5 million = 0.65%
>$5 million = 0.45%

Talk with an Advisor
(607) 882-1434
📍 Ithaca, NY 14850 & Memphis, TN 38107
© 2024 Ithaca Wealth Management. All rights reserved.