IHT Wealth Management Welcomes Five Independent Financial Advisory Practices with $570 Million in Client and Retirement Plan Assets to its Platform

CHICAGO, Oct. 19, 2017 /PRNewswire/ -- IHT Wealth Management (or "IHT"), the Chicago-based national Super-OSJ focused on supporting the development and implementation of goals-based financial strategies for retail investors and company retirement plans by independent financial advisors, today announced a formal affiliation agreement with nVision Wealth Group ("nVision"), a mid-sized, regional Super-OSJ and hybrid RIA group. Under the terms of this agreement, the five Kansas-based independent financial advisory practices that comprise nVision will transition their RIA assets to IHT's platform and join the firm's Super-OSJ, gaining access to a greater set of resources, more scale and comprehensive holistic financial planning capabilities, boosting their ability to both service clients and operate under their own unique brands and leadership teams.

nVision Wealth Group was formed in 2014 by industry veterans Mike Osborne, David Wernli and Paul Ward. The five independent practices that comprise nVision encompass 14 financial advisors who collectively support roughly $570 million in fee-based advisor, brokerage and retirement plan assets. These five practices include nVision Wealth in Overland Park, Kan.; Spencer, Wernli & Wilson Advisors in El Dorado, Kan.; Spencer, Wernli & Wilson Advisors in Augusta, Kan.; Tall Oaks Advisors in Overland Park, Kan.; and Castle Wealth Management in Overland Park, Kan.

IHT Wealth Management's Founder and President, Steven Dudash, said, "We're thrilled to team with all five of nVision's independent financial advisor businesses. The ongoing flight to quality among independent advisors from smaller broker-dealers to larger firms has been mirrored by a similar trend occurring across the Super-OSJ space, and as more and more advisors realize that clients win when firms come together to share costs, secure preferred pricing arrangements and become more adept at tackling compliance duties we expect this burgeoning industry trend to continue. We're honored to partner with nVision, and we look forward to working together to empower one another's growth and to help every advisor under the IHT banner better service their clients for many years to come."

In a joint statement, Mike Osborne and Paul Ward said, "When the five practices that comprise nVision Wealth Partners came together three years ago, our goal was to mobilize our combined strength and resources to enable each of our advisors to maximize time spent on client-facing activities. But times have changed, and our industry's new fiduciary era demands that each advisor devote more attention than ever before in thoroughly understanding the unique needs of each client relationship. It's incumbent, therefore, on every independent advisor to continuously seek new ways and fresh approaches to deepen each client engagement they have. Viewed through this prism, our decision to affiliate with IHT was a very logical decision, and we're excited about everything we can achieve in partnership with our new Super-OSJ going forward."

Mr. Dudash concluded, "Increasingly, smaller and mid-sized Super-OSJ groups will be compelled to consider aligning with larger players in this post-DOL environment, and in this new industry landscape, we're confident that IHT is ideally positioned to become the top partner of choice for independent advisor practices and independent advisor teams of all sizes."

About IHT Wealth Management

IHT Wealth Management is an independent wealth management firm and Office of Supervisory Jurisdiction (OSJ) specializing in financial planning, legacy and retirement planning, investment management and insurance and risk management. The firm seeks to provide both advisors and investors with the freedom to pursue their goals, while always adhering to uncompromising standards of integrity, honesty and trust. For more information please visit www.ihtwealthmanagement.com.

About nVision Wealth Group

Based in Overland Park, Kansas, nVision Wealth Group consists of five offices across Kansas –nVision Wealth in Overland Park, Kan.; Spencer, Wernli & Wilson Advisors in El Dorado, Kan.; Spencer, Wernli & Wilson Advisors in Augusta, Kan.; Tall Oaks Advisors in Overland Park, Kan.; and Castle Wealth Management in Overland Park, Kan. Collectively, the firms provide financial planning and other retirement planning services for mass affluent investors and retirement plans across the country, with a particularly strong footprint in the Midwest. For more information please visit www.nvision-wealth.com, www.swwadvisors.com or www.talloaksadvisors.com

Michael Dugan / Julius Buchanan 
Haven Tower Group
424 652 6520 ext 105 or ext 114 
[email protected] or [email protected]

SOURCE IHT Wealth Management

Related Links

http://www.ihtwealthmanagement.com