About iHt
Services
IHT Advisors and our partners have the expertise to address all your financial needs.
- Financial Planning
- Investment Advice and Portfolio Management
- Insurance and Risk Management
- Legacy, Wills, Trusts, and Estates
- Tax Aware Investing
- Retirement Analysis
- Charitable Giving
- ESG Investing
- Multi-Generational Family Planning
- Private Equity and Alternative Investments
Featured advisors
Ben Wiley
Ben has grown up in the Eastern Wisconsin area. He received his bachelor’s in economics and Business from Cornell College. Over the years he is worked at several different companies across Eastern Wisconsin involving Sales and Operations. Starting in 2002 until 2016, Ben started working in the financial industry for Edward Jones from Milwaukee to Plymouth. Ben has been with Riverstone Wealth Management, p...
Read more
John Stoken
With over 20 years of industry experience, John focuses on helping individuals, families, and small businesses manage, grow, and preserve their wealth. His process includes portfolio analysis, financial and retirement planning, tax-efficiency, and hedging strategies. He prides himself on a consistent, yet customized wealth management experience, that focuses on what is in the best interest of his clients. John...
Read more
Adam Mason
Adam began working at Riverstone Wealth Management in 2011 when he purchased the practice from Michael McKenzie, the principal retiring advisor of over 20 years. Before joining Riverstone Wealth Management, Adam worked with the Voyager Financial Group in De Pere where he continues to serve clients, focusing on estate and wealth transfer strategies, closely-held small businesses, and endowments.
Adam grad...
Read more
Joe Davis
Joe Davis, CFP® has been working in the financial services industry since 2008 when he began his career with HSBC USA in New York City. He earned his Certified Financial PlannerTM designation in 2013. Joe hosted several seminars at HSBC’s international Circle of Excellence Award Conferences held in Singapore, Paris, and Kuala Lumpur.
With a client base that ranges from retirees to executives a...
Read more
Suzana Bogoevska
Suzana founded Venice Wealth Partners with the mission to provide an exceptional client experience focused on helping clients achieve their financial dreams and protect their legacy.
With over 20 years of wealth management experience, I believe in a relationship-driven approach: one that involves knowing each client’s concerns, fears and goals. This helps us to be proactive in bringing relevant issues to ...
Read more
