Ithaca Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
104 Grandview Pl, Ithaca, New York, 1485...Website
www.ithacawealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1
About Ithaca Wealth Management
Ithaca Wealth is a fiduciary financial advisory firm based in Ithaca, NY, specializing in transparent, flat-fee planning and investment management for professionals and retirees. They serve clients in the Finger Lakes region, including faculty at local colleges, and offer services such as tax planning, estate planning, and goals-based investment strategies. The firm focuses on simplifying wealth management by providing clear financial roadmaps and concentrated portfolios of world-class companies. Ithaca Wealth is committed to building long-term relationships with clients, offering no minimum investment requirements and proactive communication.Explore more
Ithaca Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Ithaca Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ithaca Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ithaca Wealth Management.
Ithaca Wealth Management Tech Stack
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Ithaca Wealth Management News & Media
Ithaca Wealth Management Announces Launch of Innovative Auto-Pilot...
Now, simply sticking to your financial plan and remaining invested for the long-term will lower your advisory fees at Ithaca Wealth Management, regardless of your account size. (PRWeb April 09, 2021) Read the full story at https://www.prweb.com/releases/ithaca_wealth_management_announces_launch_of_innovative_auto_pilot_pricing_platform_to_celebrate_its_one_year_anniversary/prweb17848996.htm
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Frequently Asked Questions Regarding Ithaca Wealth Management
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Ithaca Wealth is a fiduciary financial advisory firm based in Ithaca, NY, specializing in transparent, flat-fee planning and investment management for professionals and retirees. They serve clients in the Finger Lakes region, including faculty at local colleges, and offer services such as tax planning, estate planning, and goals-based investment st... Read More
