Wholistic Wealth, LLC
(607) 272-1990
401 East State Street Suite 400, Ithaca, New York, 14850
About us
With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.