Richard Rohlfing serves as a Financial Advisor and Senior Vice President at IHT Wealth Management, a distinguished firm recognized as one of the Top 300 Registered Investment Advisory Firms by the Financial Times in June 2017, placing it in the top 1% of its peers....
Richard Rohlfing serves as a Financial Advisor and Senior Vice President at IHT Wealth Management, a distinguished firm recognized as one of the Top 300 Registered Investment Advisory Firms by the Financial Times in June 2017, placing it in the top 1% of its peers. With over 25 years of experience in financial management, Richard has honed his expertise in wealth management, retirement planning, and strategic financial planning, focusing on the unique needs of successful individuals and families. His extensive background includes an additional twelve years of business management experience with major Fortune 500 corporations, where he developed a keen understanding of corporate finance and investment strategies.
At IHT, Richard is dedicated to providing personalized financial services that encompass a comprehensive approach to wealth management. He collaborates closely with clients to create tailored investment strategies that align with their long-term financial goals, ensuring a robust portfolio that can withstand market fluctuations. His proficiency in banking, loans, credit, and insurance further enhances his ability to offer holistic financial solutions that address every aspect of his clients' financial lives.
Richard's commitment to excellence and client satisfaction has positioned him as a trusted advisor in the industry. He leverages his deep knowledge of the financial services landscape to guide clients through complex financial decisions, empowering them to achieve financial independence and security. As a member of the IHT team, Richard continues to contribute to the firm's reputation for delivering exceptional wealth management services, helping clients navigate their financial journeys with confidence and clarity.
