Ithaca Wealth Management, LLC (“Ithaca Wealth Management”) is a registered investment advisor and financial advisor and financial advisory firm that only transacts business in states where it is registered or is excluded or exempted from registration requirements. This website does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the UnitedStates or any country where Ithaca Wealth Management is not registered, notice filed, or exempt. Ithaca Wealth Management provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. Please refer to our FormADV Part 2A disclosures brochure for additional information regarding the qualifications and business practices of Ithaca Wealth Management.
This website is a publication of Ithaca Wealth Management and is limited to the dissemination of general information pertaining to its advisory services. The publication of this website on the internet should not be construed by any consumer and/or prospective client as a solicitation, offer, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the internet.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, timeliness, suitability or relevance and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The opinions and comments expressed may not accurately reflect those ofIthaca Wealth Management. Hyperlinks on this website are provided solely as convenience. We disclaim any responsibility for unaffiliated third-party information, services or products linked to this website or referenced herein.
Any economic discussion or market commentary published herein is historical as of a specific prior date and not indicative of future results. Due to various factors, including changing market conditions, certain discussions may no longer be reflective of the current positions or recommendations of Ithaca Wealth Management. There should be no assumption that any such discussion serves as the receipt of, or substitute for, personalized advice from Ithaca Wealth Management, or from any other investment professional. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There can be no assurance that the future performance of any specific investment or investment strategy will be profitable.
Any results for investment indexes that are referenced herein generally do not reflect the deduction of fees and expenses, the incurrence of which would have the effect of decreasing historical performance results. Indexes are unmanaged and are not available as direct investments. There are no assurances that a portfolio will match or outperform any particular benchmark.
Ithaca Wealth Management does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular situation.
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.Talk with an Advisor