F. Maximilian Kort, CFP®, CIMA®Senior Vice President, Financial Advisor
Max Kort began his career as a financial advisor in 2007. He was drawn to wealth management after observing how the financial decisions people made, especially their mistakes, had tremendous repercussions for individuals and their families. His objective when working with clients is to partner with them as they work towards shaping their financial futures and legacies. This partnership entails building a thorough understanding of the particular needs, situations, and goals of clients then applying the best wealth management strategies to support them. Working with multiple generations within a family, devising strategies to optimize tax outcomes, and managing technical portfolio construction are areas he excels in. To maintain the highest level of service, Max conducts regular reviews with clients and is always available for consultations.
Max was raised in Munich, Germany and holds two masters degrees (Philosophy and Business). He is from a family of small business owners and has lived in five countries across three continents. His wide-ranging international and business background give him unique insights and skills when working with clients. He holds both the CERTIFIED FINANCIAL PLANNER™, CFP® and Certified Investment Management Analyst ® (CIMA®) certifications. He joined IHT Wealth Management in May 2018 after almost 11 years with UBS Financial Services. He lives in the Old Town neighborhood of Chicago with his wife and two sons.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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