The Firm

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

For many, financial and investment planning is the equivalent of making sure that you have enough money to retire comfortably with. At Ithaka Strategic Partners we challenge the conventional focus of retirement planning and place equal if not more importance on the years that get you there. The inspiration of our firms name also defines our planning approach.

In our experience the one constant in life is change. Most often our goals are realigned and evolve just as we do. Our mission is to help establish strong financial habits that empower you to enjoy your journey and have the time to spend it as you want. Our comprehensive financial plans are build to evolve, adapt and protect your assets as you go thru the different stages of life and beyond. We look to reduce the financial complexities and built your financial confidence.

As financial planners we leverage our banking and investment experience to align you financial assets towards achieving your goals. We are client centric and relationship first. We are excited to share in your success and support you when needed.

As independent registered investment advisors we can offer global investment exposure to our clients and are able to find opportunities other may overlook. We are accountable for portfolio construction and performance and approach our recommendations with a sense of ownership.

We look to build long-term relationships that encourage open and honest communication. We look to empower you to have the ability to enjoy the journey and take the needed steps to have a prosperous destination.

Having a financial conversation is challenging enough, we invite you to take the first step and connect with us and see if we are the right team for you.

Let's Connect

Ithaka

As you set out for Ithaka
hope your road is a long one,
full of adventure, full of discovery.
Laistrygonians, Cyclops,
angry Poseidon—don’t be afraid of them:
you’ll never find things like that on your way
as long as you keep your thoughts raised high,
as long as a rare excitement
stirs your spirit and your body.
Laistrygonians, Cyclops,
wild Poseidon—you won’t encounter them
unless you bring them along inside your soul,
unless your soul sets them up in front of you.

Hope your road is a long one.
May there be many summer mornings when,
with what pleasure, what joy,
you enter harbors you’re seeing for the first time;
may you stop at Phoenician trading stations
to buy fine things,
mother of pearl and coral, amber and ebony,
sensual perfume of every kind—
as many sensual perfumes as you can;
and may you visit many Egyptian cities
to learn and go on learning from their scholars.

Keep Ithaka always in your mind.
Arriving there is what you’re destined for.
But don’t hurry the journey at all.
Better if it lasts for years,
so you’re old by the time you reach the island,
wealthy with all you’ve gained on the way,
not expecting Ithaka to make you rich.

Ithaka gave you the marvelous journey.
Without her you wouldn't have set out.
She has nothing left to give you now.

And if you find her poor, Ithaka won’t have fooled you.
Wise as you will have become, so full of experience,
you’ll have understood by then what these Ithakas mean.

- Ithaka by C.P. Cavafy

Learn more

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Independent Client First Fiduciary

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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Empowering you to enjoy the Journey and reach your Destination

Ithaka

Independent Client First Fiduciary

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