Invest with IHT Wealth Management

Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals – no matter what the environment.

The Experience You Seek for the Future You Desire

What We Do For You

IHT Wealth Management provides the highly 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 team of seasoned wealth advisors and service professionals bring experience across multiple financial disciplines and are committed to listening to you, assessing your concerns and developing a clear, actionable plan for ensuring that all of your  assets are working toward helping you pursue what matters most.

• Our advisors are well-versed in all aspects of wealth planning and many have met the stringent requirements to serve your needs in the capacity of CERTIFIED FINANCIAL PLANNER™ professionals. Many of our advisors also hold the Chartered Retirement Planning Counselor (CRPC®) designation, attesting to their commitment to continually educate themselves for the benefit of our clients.

Meet the New IHT Team Members:

Cathleen N. Stevens
Cathleen N. Stevens, CFP®
Senior Vice President, Financial Advisor
cathy.stevens@ihtwm.com
770.310.6376

Cathleen (Cathy) N. Stevens is a CERTIFIED FINANCIAL PLANNER® (CFP) and has worked in the financial service industry as an advisor since 1993.  She finds joy in helping people work […]

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Keith Svendby
Keith Svendby
President
keith.svendby@lpl.com
321.972.1475

At Milestone Financial Services our mission is to provide educated, forward thinking financial advice, and high touch personal service to clients who are approaching or are in retirement. We provide […]

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Christopher Davidson
Christopher Davidson, CFP®, CRPC®
Senior Vice President
chris.davidson@lpl.com
954.648.5041

Chris Davidson is a Senior Vice President at IHT Wealth Management.  He earned his CERTIFIED FINANCIAL PLANNER™ practitioner designation from the CFP™ board in 2012 while at Ameriprise Financial, where […]

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Randy Powell
Randy Powell, ChFC®
Financial Advisor
randy.powell@lpl.com
913.956.4003

Randy joined nVision Wealth in 2019. He began his career as a Financial Advisor in 2007 with Edward Jones, followed by Waterfront Wealth in 2016. Randy earned the Chartered Financial […]

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CFP ® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. CFP® certification is a symbol of an advisor’s knowledge and credibility among his or her peers, and indicates the advisor’s status as a qualified, trustworthy financial planner.

Our Services

Financial Planning
Investment Management
Retirement Planning
Insurance planning & Risk Management Strategies
Legacy Planning

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