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

Shireen Daniels
Shireen Daniels, CFP®, CDFA™
Financial Advisor

Shireen Daniels is a CERTIFIED FINANCIAL PLANNER™ Professional who provides comprehensive financial planning and wealth management with specialty concentrations.  As a Certified Divorce Financial Analyst™, she provides specific advice on […]

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John Groleau
John Groleau, MSFS, RICP
Financial Planner

For over 25 years, John Groleau has been fully invested in providing highly personalized financial planning and wealth management services for his clients. John is a lecturer and author of Parents’ […]

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John Rossitto
John Rossitto, CFP®, ChFC
LPL Registered Principal

John Rossitto works with clients in Life Planning.  He first works with his clients to identify the foundational values that are most important to them.  Having laid the foundation, he […]

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Felipe Medina
Felipe Medina, CFP®
Senior Vice President, Financial Advisor

Felipe began his career in financial advising as an intern at local advisory firm, while attending Arizona State University. He quickly learned the importance of having a well-thought-out financial plan […]

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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.

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