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Ithaca Wealth Management

  • Financial Services - Consulting & Planning
  • Investment Management
  • Retirement Planning
  • Risk Management Consulting
  • Stock Brokers & Financial Consulting
104 Grandview Pl
Ithaca, New York 14850
(607) 882-1434
Hours:
Monday - Friday 9am - 6pm

About Us

Ithaca Wealth Management is an independent financial advisory firm that provides clients with comprehensive investment management services.

We offer $0 account minimums, fractional share read more
  • About

    Ithaca Wealth Management is an independent financial advisory firm that provides clients with comprehensive investment management services.

    We offer $0 account minimums, fractional share investing, and have lower fees than the average financial advisor, all with the help of a digital investment platform called Altruist. We do this so anyone can receive quality financial advice no matter what stage they're at in life, and so more of you money can compound into significant wealth over time.

    Altruist allows you to digitally open and fund an investment account in minutes, so you can be off to building your retirement nest egg or house downpayment in no time. Receive a dedicated human financial advisor to help guide you along your investment journey.

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  • Whom to Contact

  • Directions

    We are located on South Hill but are available via Zoom video chat, phone, e-mail or text at anytime.