As an IHT Wealth Management client, you can expect to be working with a team of experienced financial advisors and professional associates who are focused on your goals, responsive to your needs and accountable to you.
As independent advisors, we work to manage the conflicts of interest that threaten to undermine even the best laid plans. With no corporate parent or shareholders to please, we answer only to you – our client. Our client-centric approach to financial planning and wealth management seeks to place your interests first at all times. We never lose site of the trust and confidence you place in us to assist you along the path to financial well-being.
- Insight and knowledge gained across multiple financial disciplines and diverse market and economic cycles
- Ongoing commitment to integrity and full transparency
- Clear, straightforward and objective financial advice and guidance
- Dedication to providing unparalleled service.
You can depend on us to provide the education and answers you seek, keep you focused on the big picture and guide you every step of the way.
We anticipate and welcome your questions and input along the way. Our commitment to educating you is based on our belief that if you have a clear understanding of the recommendations we make and how they will affect your wealth, you will be better prepared to make confident financial decisions and remain on course toward your goals.