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:

Jeff K. Ross
Jeff K. Ross, CLU, ChFC
President
service@jeffkrossfinancial.com
269.385.0001

Jeff K. Ross (“Jeff”) is the principal and founder of Jeff K. Ross Financial Services, LLC and has been providing people with financial guidance since 1986. What really motivates him […]

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Brian Gaffney
Brian Gaffney, AAMS
Wealth Manager
Brian.gaffney@ihtwm.com
781.664.3457

Brian entered the financial industry over 27 years ago with the love of investing and the possibility that what people work so hard for may be protected through comprehensive wealth […]

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Daniel Henry
Daniel Henry
Financial Advisor- Vice President
dan.henry@ihtwealth.com
630.496.8193

Dan Henry has spent his entire 18+ year professional career in financial services, beginning with five years as a commodities trader at a proprietary firm affiliated with the Chicago Board […]

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Frank Acosta, Jr.
Frank Acosta, Jr., PhD, MBA, CRPC, AIF
Private Wealth Manager
frank.acosta@ihtwm.com
210.379.1987

Frank began his financial advisor career in 2001 with UBS Financial Services (formerly PaineWebber), and was a financial advisor for several other investment firms over the years. He has extensive […]

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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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