Michael Porrey, Jr., MBA CFP®
IHT Wealth Management

Tel: (312) 895-7500
123 N Wacker Drive
Suite 2300
Chicago, IL 60606

A Guide to Financial Independence

IHT Wealth Management | Financial Advisor in Chicago ,IL


About IHT Wealth Management

    24 Years of Experience


  • CRD# 2497850
  • Insurance License# 790384
  • Series: 6, 7, 24, 31, 63, 65
Connect With an Expert Financial Advisor and Get Answers

IHT Wealth Management is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Our mission is to assist our clients in navigating their unique financial plan by focusing on their goals, providing superior service, and working as a team with the client and other professionals. IHT Wealth Management partners with the client to try to ethically help enhance their financial value by providing a guide to financial independence through comprehensive wealth management.


General Information

Firm Start Year:   1994
No.of Employees:   10-19
Insurance License#:   790384
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ CO FL GA IL IN MA MD MI MN NM NV SC UT VA WA WI
Number of Years with Current Firm:   19
Work Experience:   24 years


Services

Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance , Commodities , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Variable Life , Long Term Care , Variable Annuity , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Chicago Estate Planning Council (CEPC) Illinois Certified Public Accountants (ICPAS) Executives Club of Chicago


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000.00
Compensation Methods:   Based on Assets , Flat Fee
Fee % Based on Assets:   Tierd


Board Positions

Organization:  DePaul University  Chicago
Position :  Finace Advisory Board
Duration :  2017-Currently holding


Education

MBA - Finance  Kellstadt University (DePaul) - Chicago
2003-2006



Faqs

  • What are your qualifications? What is your education background? Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a leader in various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executives Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS).
  • What is your approach to financial planning? Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a clients personal, professional, and financial goals are essential to Michaels planning process. He is committed to an independent approach that provides a backdrop for objective decision making.
  • What services do you offer? The coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses.
  • Do you provide a free initial consultation? Yes.
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Michael Porrey, Jr., MBA CFP®

Michael Porrey, Jr., MBA CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant


Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner" professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients. He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning.

Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a clients personal, professional, and financial goals are essential to Michaels planning process. He is committed to an independent approach that provides a backdrop for objective decision making.

Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a leader in various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executives Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS).

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner" and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.

My Services


Financial Advice & Consulting

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

My Team


Diana  Giese
Diana Giese
Diana completed her undergraduate degree in Finance and MBA in Management at the University of Illinois at Chicago (UIC) and holds her securities registrations through LPL Financial. She has been in the financial services industry since 1999 and with the team since 2003, making her a valuable asset in assisting clients address their financial goals.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Social Networks


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