Ithaka Strategic Partners
At Ithaka, we partner with individuals in the medical and dental industry, families, business owners & young entrepreneurs to help reduce financial anxiety. The focus is to maintain good financial habits that empower an exciting journey, while together we define the destination. As an independent financial planning and wealth management fiduciary our advice is objective and client first. We leverage over 20 years of banking and investment experience to coordinate all of your finances and ensure they are working towards your goals.
New York, New York, United States
Investment Management
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No verticals classified
Financial Planning, Wealth Management, Investments, Equity, Private Equity, Options, Disability Insurance, Medical Professionals, Dental Professionals, 401k, Special Needs, Long Term Care, Estate Planning, Disability Insurance, Life Insurnace, Retirement Planning, Entrepreneur Advising
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