Financial Health, Awareness, Education and Action in the Ithaca area since 1985. Our businesses and individual clients are more empowered and better off because of those four principles.
South Hill Business Campus
950 Danby Rd, Suite 230
Ithaca, NY 14850
- Map
- (607) 257-4645
A locally owned, family operated wealth management firm specializing in investment advice and retirement plans for individuals and businesses.
450 N. Aurora St.
Ithaca, NY 14850
- Map
- (607) 257-1008
2415 N. Triphammer Rd., Suite 1
Ithaca, NY 14850
- Map
- (607) 391-7080
130 E. Seneca St.
Suite 500
Ithaca, NY 14850
- (607) 273-1190
IWM is an independent advisory firm that offers comprehensive wealth management solutions to clients w/ low fees and $0 account minimums, so you can receive quality financial advice anytime in life.
715 N Avalon St
Memphis, TN 38107
- Map
- (607) 882-1434
