Privacy Policy

Privacy Policy
We value the trust our clients have placed in us as their financial advisor / financial advisory firm and are committed to the responsible management, use, and protection of their personal information. Please take a moment to review this Privacy Notice to learn how we protect your information and use it to service your account(s).  

Information We Collect From You
Ithaca Wealth Management, LLC (“IWM”) collects personal information about its customers to help it serve their financial needs, process transactions in their account(s), provide customer service, offer new products or services, and fulfill legal and regulatory requirements. IWM collects information about its customers from the following sources:  

Pursuant to federal law, we may not disclose a customer’s nonpublic personal information without his/her prior consent, unless the disclosure is needed to:

Customers may request that we not disclose their nonpublic, personal information for any reason - other than one of the exceptions listed above.  To request that we not disclose your information for any purpose (other than those covered under the exceptions listed under “SharingInformation,” above), please call us at (607)-882-1434. If we do not receive such a request from you within thirty (30) days of you opening an account, contracting for services, or receiving our annual privacy notice, we have the right to assume you do not object to the disclosure of your information for any reason permitted by federal law until you notify us to the contrary. (Please note that the laws of certain states may impose additional restrictions upon the disclosure of customers’ confidential information.)  

IWM recognizes the need to prevent unauthorized access to the information we collect, including information held in electronic format. IWM authorizes access to your nonpublic personal information only to personnel who need that information to serve you. We maintain physical, electronic, and procedural safeguards regarding your nonpublic, personal information to ensure that we comply with our own policy, industry practices, and federal and state regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.  

You do not have to contact us to benefit from our privacy protections; they apply automatically to all of our customers and former customers. If you have any questions after reading this privacy policy, we encourage you to contact your advisor or to write to Ithaca Wealth Management, 104 Grandview Pl; Ithaca, NY 14850.

We're Fiduciaries – For All. $0 Account Minimums.

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
mfox@ithacawealth.com
(607) 882-1434
📍 Ithaca, NY & Memphis, TN
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