As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states.
Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include:
• Financial Planning
• Retirement Analysis
• Investment Advice and Portfolio Management
• Charitable Giving
• ESG Investing
• Insurance and Risk Management
• Multi-Generational Family Planning
• Legacy, Wills, Trusts, and Estates
• Private Equity and Alternative Investments
• Tax Aware Investing
To create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/.
For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients.
Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 74
- Founded
- -
- Address
- 123 N Wacker Dr, 2300,united States
- Phone
- 855-295-2828
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ihtwealthmanagement.com
- Keywords
- Investment Management, Tailored Customized Portfolios, Financial Planning, Objective Investment Advice, Retirement Planning, Retirement Analysis, Investment Advice, Charitable Giving, Risk Management, ESG Investing, Legacy Planning, Estate Planning, Wills, Trusts, Private Equity, Alternative Investments, Tax Aware Investing, Financial Advising, Multi-Generational Family Planning, Insurance, Real Estate Investing, Structured Products.
- HQ
- Chicago, Illinois
Iht Wealth Management Questions
Iht Wealth Management's helpline number is 855-295-2828
Iht Wealth Management's website is ihtwealthmanagement.com
Iht Wealth Management's LinkedIn profile is https://www.linkedin.com/company/iht-wealth-management
Iht Wealth Management has
74 employees.
View email and phone details for 74
employees at Iht Wealth Management.
Iht Wealth Management's industry is
Financial Services
Iht Wealth Management's top competitors are
Riverwalk Capital Partners,
Lpl Financial,
Lcr Wealth Management,
Stonebriar Wealth Management Llc,
Lbw Wealth Management,
Savant Wealth Management,
Mariner,
Hightower Advisors,
Matriarch Wealth Management,
Mueller Wealth.
Iht Wealth Management's categories are Financial Services
Iht Wealth Management's founding year is 2014
