Continuous and comprehensive planning with modern technology to align your money with your values
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At Ithaca Wealth Management, we recognize that managing your financial game plan is as crucial off the court as it is on. That’s why we specialize in serving the unique financial needs of professional basketball players and staff of the Memphis Grizzlies.
Helping ensure that your financial future is a slam dunk. Whether you're planning for your post-career endeavors, securing your family's future, or seeking to make the most of your earnings, we've got the winning strategies you need.
Your success is our victory. Let us help you secure a financial future that matches your on-court achievements.
We'll help you analyze your investments and allocate your assets.
We get to know more about you and develop an investment plan that matches your goals, time-horizon, and risk-tolerance.
Want to use your wealth to make the world a better place? We'd be honored to help you maximize your impact.
Taxes can be stressful. We'll help you understand and manage your tax liability.
Still working? Already retired? Navigate the next phase with our help.
We can't predict the future, but we can help protect you from the unknown.
We'll help you plan for the future of your family's next generation.
We'll help you establish your legacy and protect your family, now and into the future.
We know that working with a financial advisor is intimidating. So we created a simple 4-step process that makes it easy & approachable:
What was the spark that led you to reaching out? What questions do you have? We'll get to know each other and identify if a good fit, explain process of Ithaca Wealth, and identify next steps.
If you decide that it makes sense to work together, we'll set up a RightCapital account to input financial data. We review everything while considering original conversations & understanding what your values are.
Are there any inconsistencies between what you said in meeting and how you positioned your financials?
In this step, we review plans and offer recommendations. We'll have a frank discussion and tweak inputs/goals accordingly.
We implement any financial/investment recommendations and iterate the plan over time as life happens. This includes constant monitoring of portfolios relative to goals and constant communication about ongoings in markets, economy, personal finance, etc.
This annual all-in fee covers investment management and financial planning services
Automatically lowers fee by 0.05% after your 2-year and 5-year account anniversary.
This blended fee is also lowered based on the size of assets invested
$0 to $1 million = 0.85%
$1 million to $2 million = 0.75%
$2 million to $5 million = 0.65%
>$5 million = 0.45%
