IHT Wealth Management

Our Vision

At IHT Wealth Management, we empower individuals and families to achieve their financial aspirations through personalized guidance and comprehensive wealth management solutions. We believe financial planning is a collaborative process, and we work closely with clients every step of the way.

Who We Are

Founded by experienced financial advisors, IHT Wealth Management is a team of passionate professionals dedicated to helping clients achieve financial clarity and stability. Our diverse team comprises Certified Financial Planners, Chartered Financial Analysts, and experienced financial advisors, each bringing unique knowledge and expertise to the table.

1. Financial Planning & Investment Management

• Goal-setting and financial planning
• Portfolio management and investment strategies
• Retirement planning and analysis
• Estate and legacy planning

2. Insurance & Risk Management

• Comprehensive risk assessment and mitigation strategies
• Life insurance, health insurance, and long-term care planning
• Property and casualty insurance review

3. Wealth Preservation & Estate Planning

• Trust and estate planning
• Asset protection strategies
• Charitable giving and philanthropy planning

4. Taxation & Estate Strategies

• Tax-efficient investing strategies
• Capital gains planning and charitable deductions
• Retirement account Rollovers and distributions

5. Multi-Generational Planning

• Developing holistic plans to address the unique needs of affluent families
• Succession planning and wealth transfer strategies

Our Approach

We tailor our approach to each client's individual needs and goals. We begin by understanding your unique financial situation, goals, and aspirations. We then work with you to develop a customized plan that aligns with your financial values and aspirations. We constantly monitor and review your portfolio and financial situation to ensure your plan remains relevant and effective over time.

Our Commitment

At IHT Wealth Management, we are committed to:

• Providing personalized and individualized service
• Maintaining open and clear communication
• Delivering transparent and understandable reporting
• Treating our clients with the utmost respect and confidentiality