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 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:

Paul Mangiardi
Paul Mangiardi
Financial Advisor

Paul brings over 15 years of experience in the Investment Management and Financial Services Industry. Prior to IHT, Paul was Vice President in Charles Schwab’s North Shore Wealth Management Division. […]

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Daniel MacLean
Daniel MacLean, CFP®
Senior Vice President

Daniel was first introduced to stocks in middle school. His eighth grade history teacher, Dr. Lee, did not receive the shipment of books to start the class’s curriculum and to […]

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Phil Smolinski
Phil Smolinski
Vice President Financial Advisor

Phil Smolinski is a Vice President Financial Advisor with IHT, joining the firm in 2021. With over 15 years of experience in the financial industry, Phil has a strong track […]

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Steve Kellar
Steve Kellar, CFP®
Retirement Income Planning

My focus and number one activity is retirement income planning. Which means I have the privilege of helping all kinds of people launch themselves into a satisfying post-career life – […]

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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.

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