Ithaca Wealth Management
Categories
Financial Planning & ServicesInvestment ManagementRetirement PlanningRisk Management ConsultingStock Brokers & Financial Consulting
Hours:
Monday - Friday 8am - 5pm
Driving Directions:
We are located in Fall Creek, just a couple blocks from the Commons in Downtown Ithaca. We are also available via Zoom video chat, phone, and e-mail.
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 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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