IHT Wealth Management specializes in the development of goal-based financial strategies for individuals, families and businesses. Our experienced financial advisors combine the advice and guidance received from each of your trusted consultants—financial, tax and legal professionals— into a clear and precise plan to help achieve your future goals. IHT delivers confidence and satisfaction to even the most complex financial challenges.

Financial Planning

  • Goal planning
  • Cash flow & income analysis
  • Stock option analysis
  • Education funding strategies

Investment Management

  • Portfolio diversification and asset allocation strategies
  • Tax-sensitive investments
  • Concentrated stock strategies

Retirement Planning

  • Retirement income planning
  • 401(k) and pension plan review
  • 401(k)/403(b)/IRA Rollovers

Insurance Planning & Risk Management Strategies

  • Asset protection strategies
  • Life insurance analysis & review
  • Disability insurance analysis & review
  • Personal liability insurance review
  • Long-Term Care insurance

Legacy Planning & Charitable Giving

  • Estate planning documents review
  • Wealth transfer strategies
  • Beneficiary review
  • Philanthropic planning
  • Charitable trust strategies
  • Private foundations
  • Trust management services*
  • Business succession/exit planning

Learn more about Financial Planning with IHT Wealth Management

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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