Jim Koliatsis, CFP®, has been advising clients for 25 years. He began his career at Merril Lynch before he was recruited to LaSalle Financial Services in 2001 building strong relationships with individuals and their families. In 2007, Jim and his partners, Ryan McCain and Gregory Tong, formed KMG Wealth Management before affiliating with IHT Wealth Management in 2017. KMG has come to be known in the Chicagoland area for helping families manage the risks associated with saving, investing, and managing their money. What is your philosophy when it comes to financial planning? Our philosophy of working with clients is taking a holistic approach and assuring that nothing is missing from their plan. From near-horizon to far-horizon planning, we seek to uncomplicate and reduce the stresses associated with managing money. How do you determine the best investment options for your clients? Every client is unique with their own set of goals and objectives, so we never take a cookie-cutter approach to our recommendations. Depending on a client’s situation, it could be a strategy on creating and growing wealth or protecting and preserving wealth. Whatever the strategy, tax considerations must be addressed before fully deploying the investments. Could you provide examples of how you’ve helped clients achieve their financial goals? Nothing brings more satisfaction to me as a Financial Advisor than experiencing clients living through the recommendations we have implemented over the years and watching them achieve their goals up to and into retirement. Whether that has been funding a 529 plan and using it for college or building a retirement nest egg and spending it down throughout retirement. To see this materialize throughout the years alongside my clients is what fulfills me as a true professional.
IHT Wealth Management
Financial Services
Chicago, Illinois 1,759 followers
The Experience You Seek for the Future You Desire
About us
As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states. Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include: • Financial Planning • Retirement Analysis • Investment Advice and Portfolio Management • Charitable Giving • ESG Investing • Insurance and Risk Management • Multi-Generational Family Planning • Legacy, Wills, Trusts, and Estates • Private Equity and Alternative Investments • Tax Aware Investing To create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/. For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients. Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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https://www.ihtwealthmanagement.com/
External link for IHT Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Investment Management, Tailored Customized Portfolios, Financial Planning, Objective Investment Advice, Retirement Planning, Retirement Analysis, Investment Advice, Charitable Giving, Risk Management, ESG Investing, Legacy Planning, Estate Planning, Wills, Trusts, Private Equity, Alternative Investments, Tax Aware Investing, Financial Advising, Multi-Generational Family Planning, Insurance, Real Estate Investing, and Structured Products
Locations
Employees at IHT Wealth Management
Updates
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IHT Wealth Management reposted this
Ten years ago today, IHT Wealth Management embarked on an ambitious journey with a vision to transform the industry. Frustrated by the constraints of a large Wall Street brand, we sought to provide truly independent advice and build a better service model for financial advisors and their clients. On June 27, 2014, IHT was founded with six advisors. Today, we proudly serve over 150 financial advisors across 17 states. Our journey has been defined by our unwavering commitment to delivering exceptional advice, offerings, and service through an independent lens. We owe our success to our dedicated team and, most importantly, our valued clients. Thank you for being part of our story!
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IHT Wealth Management reposted this
Ten years ago today, IHT Wealth Management embarked on an ambitious journey with a vision to transform the industry. Frustrated by the constraints of a large Wall Street brand, we sought to provide truly independent advice and build a better service model for financial advisors and their clients. On June 27, 2014, IHT was founded with six advisors. Today, we proudly serve over 150 financial advisors across 17 states. Our journey has been defined by our unwavering commitment to delivering exceptional advice, offerings, and service through an independent lens. We owe our success to our dedicated team and, most importantly, our valued clients. Thank you for being part of our story!
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Ten years ago today, IHT Wealth Management embarked on an ambitious journey with a vision to transform the industry. Frustrated by the constraints of a large Wall Street brand, we sought to provide truly independent advice and build a better service model for financial advisors and their clients. On June 27, 2014, IHT was founded with six advisors. Today, we proudly serve over 150 financial advisors across 17 states. Our journey has been defined by our unwavering commitment to delivering exceptional advice, offerings, and service through an independent lens. We owe our success to our dedicated team and, most importantly, our valued clients. Thank you for being part of our story!
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IHT on Forbes: Resilient Millennial Spending Isn’t A Bubble https://lnkd.in/gEwapvCQ
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As we approach our 10-year anniversary on June 27th, IHT is excited to introduce our new series, IHT Spotlight, where we feature one advisor each month across social media. Kicking off the series is Ryan Wittig, a seasoned financial advisor with 25 years experience who has been an integral part of IHT since its inception. Holding numerous certifications - CFP, Series7, and Life and Health Insurance licensing, Ryan's 25 year professional journey spans from Prudential Financial to Merrill Lynch before finding his home at IHT Wealth Management in 2014. To learn a bit more about Ryan’s approach, we asked him three questions which you can find below. Thanks for reading and we hope you enjoy. IHT Q: What is your philosophy when it comes to financial planning and investment strategies? A: Making a goal and planning early are key to achieving it. Whether it's retirement planning, saving for kids' college, purchasing a home, estate planning, etc., planning is key. Equally important is investing in the right vehicles to achieve that goal. Not every investment is right for every situation. Q: How do you tailor your advice to meet each client’s unique circumstances and goals? A: Everyone's situation is different and so are the solutions. We tailor a plan specific to each client. Some clients need extensive tax planning or want to maximize long-term growth; some want to maximize income; and some are risk-averse and need more guarantees. There are investments and plans for everyone; we need to fit the plan with the person. Q: How do you help clients navigate market volatility? A: Diversification is key, but we can also reduce volatility by using alternative investments. For example, structured notes (buffered notes) allow our clients to invest in many different indexes but gives them a downside “buffer” in case of a down market. Private Equity Funds that are “uncorrelated” to the public stock market so that they don’t ride the volatility of the stocks. There are also bond strategies like target-date bond ETF's that guarantee principal and protect against interest rate risk. These are some of the ways to achieve our client’s goals while reducing risk and volatility.
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IHT on Forbes Venture Capital is Going to Heat Back Up: https://lnkd.in/ge4ggn_P
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