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IHT Wealth Management logo — The Experience You Seek for the Future You Desire

IHT Wealth Management

The Experience You Seek for the Future You Desire

Founded 2014 United States Chicago, United States 76 employees Financial Services, Wealth Management

General Information

Company Name IHT Wealth Management
Founded Year 2014
Location United States Chicago, United States +61
Employees 76
Industries Financial Services, Wealth Management
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About IHT Wealth Management

IHT Wealth Management is a national wealth management firm with its headquarters in Chicago, Illinois. Established in 2014, the company boasts an extensive network of 141 financial advisors spread across 65 offices in 15 states. Its comprehensive range of financial services includes financial planning, retirement analysis, investment advice, charitable giving, ESG investing, insurance and risk management, and tax-aware investing, among others. For individuals and families, IHT Wealth Management emphasizes individualized client service and tailors financial solutions to address specific needs, risk tolerance, and investment goals. The firm also offers opportunities for financial advisors to join its team, functioning as an independent hybrid-RIA with access to multiple custodians and broker-dealers. IHT Wealth Advisors benefit from managed portfolios with customized modeling and a fully staffed in-house transition team. The company's dedication to assisting advisors with compliance, regulatory oversight, and administrative tasks enables professionals to focus on client service. It's worth noting that LPL Financial, a registered investment advisor, provides securities and advisory services. As a disclaimer, third-party posts on this profile do not necessarily reflect the views of LPL Financial and have not been reviewed by the organization for accuracy or completeness. Overall, IHT Wealth Management stands out for its commitment to personalized client service, its nationwide presence, and the support it offers to financial advisors through its independent approach and extensive resources. For those looking to address their financial goals in 2023, contacting IHT Wealth Management could be a proactive step.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Retirement Analysis, ESG Investing, Insurance Services, Estate Planning, Private Equity, Alternative Investments, Tax Aware Investing, Multi-Generational Family Planning, Charitable Giving, Hybrid-RIA, National Presence

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IHT Wealth Management Alternatives & Competitors

IHT Wealth Management vs
V Wealth
V Wealth United States

What you plan today, you shall harvest in the future

8 employees
Financial Services, Wealth Management
IHT Wealth Management vs
Mueller Financial Services, Inc.
Mueller Financial Services, Inc. United States

Wealth Management | Financial Advisory Firm

19 employees
Financial Services
IHT Wealth Management vs
Buckhead Wealth Management
Buckhead Wealth Management United States

Please call us at (404) 816-7714 to speak with an advisor today.

3 employees
Financial Services, Wealth Management

FAQ About IHT Wealth Management

The Experience You Seek for the Future You Desire
IHT Wealth Management was founded in 2014.
IHT Wealth Management is headquartered in Chicago, United States.
IHT Wealth Management operates in the following industries: Financial Services, Wealth Management.
IHT Wealth Management has approximately 76 employees.
Top alternatives and competitors to IHT Wealth Management include V Wealth, Mueller Financial Services, Inc., Buckhead Wealth Management, Periscope Wealth Management, US Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
IHT Wealth Management and V Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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