Ike joins IHT Wealth Management continuing to serve his clients with over 25 years experience in Financial Services. He considers himself very fortunate to serve as a trusted partner and resource for his clients that come from all walks of life. He specializes in what he calls visual-interactive planning that helps his clients understand- and see- how their wealth could be best deployed to work for them.
Ike’s key areas of proficiency are asset allocation and diversification management, pre-retirement counseling and planning, IRA consolidations and distribution strategies, long-term care and insurance services, and wealth transfer planning. He specializes in breaking down complex topics and creating actionable items to help his clients pursue their goals and dreams. He has consistently delivered thoughtful research and plan structures that enable him to remain a trusted partner and resource for his clients and their families through their life journey.
He is passionate about building strong relationships with his clients, and relating military and economic history to our lives today. He believes to understand where we’re going, we have to understand where we’ve come from.
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Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.
As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.
With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.
When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssa’s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.
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 management. Being a college level athlete and now coaching his two boys in their own athletic goals, Brian also embraced the idea of working as his client’s financial head coach. At IHT Wealth Management, Brian coordinates the services of all professionals (CPAs, estate attorneys and insurance planners) to design his clients’ financial strategies situations and all they want to accomplish to work towards managing the intended goals.
Brian strives to develop financial strategies for his clients that take on the least amount of risk and generate the greatest potential return. He pursues this by understanding what is important to his clients both personally and financially and believes communication is a vital component in the relationship he has with his clients. Delivering advice based on a long history in the market also helps to instill in his clients the confidence that they are making informed decisions. Markets fluctuate but Brian’s highly personalized client service experience helps him work together with his clients towards their intended goals.
Prior to joining IHT Wealth Management Brian spent several years with prestigious firms like GMO, Merrill Lynch and A.G. Edwards & Sons, Inc., building on clients’ investable assets.
Brian is involved with a wide range of town activities such as the youth soccer, hockey, and baseball clubs. Brian and his wife Michelle, a 2nd grade teacher in Braintree, have two sons, Colin, and Andrew.
Registrations
- Accredited Asset Management Specialist (AAMS)
- Series 7 held with LPL Financial and Series 66 held with LPL and IHT Wealth Management
- Life, Accident, & Health Insurance licenses
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.
