Our Approach

Working with us means working with advisors truly dedicated to the success of you and your organization. Our independent, objective, and non-conflicted approach utilizes the industry’s most respected investment oversight strategies. Helping pursue your goals and the goals of your organization starts with getting to know you and your employees. Our job is to understand what matters most to you. We’ll work together to create a strategy that reflects your investment personality and structure it to focus on your priorities. You’ll have the flexibility to decide how you want your portfolio managed and understand fees associated with each offering. Our team is committed to giving ongoing advice to help you navigate changes in your life and organization to arrive at a comprehensive retirement outcome.

Our Added Value

At IHT Wealth Management, The BPS Group is a 401(k) Plan Consultant Team of highly qualified and credentialed advisors that specialize in defined contribution plans who can add value to your plan by:

  • Offering access to 3(21) fiduciary services
  • Helping you shape your investment strategies
  • Offering personal advice without proprietary investment requirements
  • Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
  • Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
  • Be available to assist in the delivery of employee financial wellness, literacy, and education programs
  • Helping employees connect their life priorities with their finances to help them pursue what matters most to them

Alex Papadapoulos, CRPS

Senior Vice President
Financial Advisor

Colin Bonnett

Colin Bonnett

Financial Advisor

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