IHT Wealth Management
Chicago, United States (US) · Finance and Banking
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#investment management
#tailored customized portfolios
#financial planning
#objective investment advice
#retirement planning
#retirement analysis
#investment advice
#charitable giving
#risk management
#esg investing
IHT Wealth Management is a national wealth management firm based in Chicago, Illinois, dedicated to providing personalized financial solutions to individuals and families across the United States.We support a team of 141 financial advisors with a nationwide presence, operating through 70 offices in 20 states.
Overview
We support a team of 141 financial advisors with a nationwide presence, operating through 70 offices in 20 states. Our core services include comprehensive financial planning, retirement analysis, investment advice, and estate planning, all tailored to meet the unique risk tolerance and goals of each client.
What sets IHT Wealth Management apart is our commitment to independence and our hybrid-RIA model, offering advisors access to multiple custodians and broker-dealers, alongside a fully staffed in-house transition team and technology support. We focus on delivering objective investment advice and helping clients build a secure financial future. We are a member of FINRA/SIPC.
Contact Details
Chicago, United States (US), 123 N Wacker Dr
+42
Founded
2014
Company Type
Private Limited Company
Employees
50-100
Categories
Keywords
#investment management
#tailored customized portfolios
#financial planning
#objective investment advice
#retirement planning
#retirement analysis
#investment advice
#charitable giving
#risk management
#esg investing
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