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

Karim “KP” Poonawala
Karim “KP” Poonawala, CFP®, MBA
Wealth Manager
karim.poonawala@lpl.com
407.377.0060

Karim Poonawala, or KP as his clients lovingly call him, is a wealth manager living and working in Orlando, FL. He moved to Orlando (from East Lansing, Michigan) in 1985 […]

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Debra Nadeau
Debra Nadeau
Financial Advisor
debra.nadeau@ihtwm.com
312.754.1321

Debra started her financial career 9 years ago working in retirement planning at Chicago hospitals for MetLife Pensions.  Debra joined LPL Financial – Unique Wealth Strategies in November 2017. She […]

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Dominic Nadeau
Dominic Nadeau
Wealth Manager
dominic.nadeau@ihtwm.com
312.754.1321

As a Wealth Advisor, Dom feels that the foundation of retirement planning is the recognition that everyone’s life situation is unique.   Dom has over 30 years of experience in the […]

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Dario Kerkez
Dario Kerkez
Wealth Manager
dario.kerkez@ihtwm.com
312.754.1323

For over a decade, Dario has provided holistic advice to individuals, families and businesses looking to overcome the challenges they face today while planning for tomorrow, understanding their needs and […]

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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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