A Hybrid RIA combines the best features of a traditional broker/dealer with the flexibility that an RIA can provide. Advisors can continue to conduct traditional commission-based business through the broker/dealer. Fee-based business flows through the RIA while our clients continue to receive consolidated statements.

Trusted advisors address your needs for today and help plan for tomorrow.

The team at IHT Wealth Management draws on extensive experience in the design and implementation of comprehensive financial strategies as they develop personalized plans to meet  clients’ needs. They have well-established relationships with their clients because they work to understand their clients specific goals and circumstances.
Their goals-based approach is disciplined, but does not focus strictly on market strategy or asset management. Instead, they take a broad overview of the clients life and the direction they want to go and offer objective advice on how to get there.
IHT develops a detailed profile of the clients current assets, long-term financial goals, investment history and risk tolerance. This information is analyzed and used to create a financial plan that aligns with their vision for the future.
IHT areas of specialty include:
• Wealth Management • College Planning • Comprehensive Financial Planning • Insurance Needs • Legacy Planning • Charitable Giving • Retirement Planning

They put their clients interests first.

Since 2014

About IHT

IHT is a firm built by financial advisors, for financial advisors. Their ultimate responsibility is with their clients, not shareholders and corporate executives worried only about their bottom line. The IHT model creates a newfound sense of freedom that both investors and experienced financial advisors want and deserve.
IHT is an LPL affiliated Hybrid RIA that is SEC registered. The hybrid affiliation provides them with the full LPL platform while allowing IHT to maintain true independence to service their clients.

IHT’s guidance is not slanted toward any corporate objective, but is straightforward, honest and tailored to each client. They flourish through their disciplined approach of goal-oriented financial planning.
The family office approach used at IHT goes beyond wealth management. The combination of in-house estate attorneys, accountants, insurance specialists and financial planners allows for a significantly more sophisticated experience. The integration of highly specialized advisors working together in a coordinated manner
generates custom tailored services. IHT Wealth Management strives to make their clients’ planning process as convenient and comprehensive as possible. IHT advisors take great initiative to keep their financial plan up-to-date. With this in mind, they have collaborated with eMoney Advisor, a web database to keep all accounts and spending on the same platform, to be completely engaged with their clients’ financial activity more than ever before.
Their financial guidance is given with integrity, honesty and trust. At IHT Wealth Management, they believe that life is dynamic, not static, and the financial plan they provide should be too.

IHT Offices