Our Independence is Your Advantage<\/strong><\/p>\n W Investments is a fully independent, partner-owned and operated financial services firm. Our independent structure is designed to help eliminate the distractions often encountered by advisors operating in large corporate-owned firms.<\/p>\n For our investment advisory clients, our business model and approach allow us to act like fiduciaries, which means our clients best interests should always come first.<\/p>\n [\/et_pb_text][et_pb_button _builder_version=”4.6.5″ button_text=”Download Our Form CRS” button_url=”https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-content\/uploads\/sites\/41\/2020\/07\/IHT-Form-CRS_06-30-20.pdf” url_new_window=”on” button_text_shadow_horizontal_length=”button_text_shadow_style,%91object Object%93″ button_text_shadow_horizontal_length_tablet=”0px” button_text_shadow_vertical_length=”button_text_shadow_style,%91object Object%93″ button_text_shadow_vertical_length_tablet=”0px” button_text_shadow_blur_strength=”button_text_shadow_style,%91object Object%93″ button_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” 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header_5_text_shadow_blur_strength=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” z_index_tablet=”500″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ background_pattern_color=”rgba(0,0,0,0.2)” background_mask_color=”#ffffff”]<\/p>\n W Investments delivers customized wealth management services and tailored services to address a broad range of financial needs. Contact us today to discuss how we can help you pursue your unique financial goals and objectives.<\/p>\n W Investments<\/strong><\/p>\n Personal Financial Planning<\/strong><\/p>\n Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.<\/p>\n Retirement income planning, education planning, tax and estate planning, and risk management services are components of a larger, more comprehensive financial plan designed to work towards multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.<\/p>\n Our Approach to Asset Management through LPL Financial<\/strong><\/p>\n Our clients require sophisticated and attentive asset management to try and maximize their portfolios\u2019 total returns in light of their risk tolerance. We construct each investment portfolio after an extensive analysis of your risk tolerance, investment objectives and time horizon.<\/p>\n After ascertaining these factors, we design an investment strategy to pursue your needs, based on this investor profile. The key to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for many years.<\/p>\n Retirement Planning <\/strong><\/p>\n Whether you are in the accumulation phase or have already retired, a sound strategy is crucial to:<\/p>\n We can help you develop a comprehensive strategy to:<\/strong><\/p>\n We can help you manage your:<\/strong><\/p>\n Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your finances to manage taxes and develop tax-efficient strategies in line with pursuing your overall financial goals.<\/p>\n Risk Management Services<\/strong><\/p>\n Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.<\/p>\n That\u2019s why risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make tailored recommendations for:<\/p>\n Long-Term Care<\/strong><\/p>\n When planning for long-term healthcare needs, it\u2019s important to keep in mind that:<\/p>\n Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.<\/p>\n Education Planning<\/strong><\/p>\n Whether you\u2019re paying tuition costs now or saving for a future goal, it\u2019s important to ensure that your education strategy is compatible with your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It\u2019s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.<\/p>\n Since we\u2019re an independent firm, we\u2019re under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best addresses your needs. The following are among the most popular education savings plans available today:<\/p>\n Estate Planning Strategies<\/strong><\/p>\n Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.<\/p>\n We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Or, if you prefer, we can provide our own team of professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today\u2019s complicated tax and estate laws.<\/p>\n *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.<\/em><\/p>\n Legacy Planning and Charitable Giving<\/strong><\/p>\n Charitable giving can provide tax benefits for you and your heirs. 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vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ disabled=”off” disabled_on=”off|off|off”]<\/p>\n W Investments<\/a><\/p>\n<\/blockquote>\n<\/div>\n (function(d, s, id) { [\/et_pb_text][et_pb_text admin_label=”TWITTER 10.15″ _builder_version=”4.6.5″ background_color=”#ffffff” text_orientation=”center” use_border_color=”on” custom_margin=”||40px|” custom_padding=”20px|20px|20px|20px” module_alignment=”center” border_color_all=”#d7d7d7″ saved_tabs=”all” border_width_all=”1px” text_text_shadow_horizontal_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength=”text_text_shadow_style,%91object Object%93″ text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_horizontal_length_tablet=”0px” 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horizontal_offset_tablet=”0″ global_module=”11830″]<\/p>\n Tweets by dwernli<\/a> <\/p>\n [\/et_pb_text][et_pb_text admin_label=”LPL FINANCIAL” _builder_version=”4.6.5″ text_orientation=”center” custom_margin=”||40px|” custom_padding=”20px|20px|20px|20px” text_line_height=”1.2em” use_border_color=”on” background_color=”#ffffff” text_font=”||||” header_font=”||||” module_class=”speak_forminator speakform_forminator” module_alignment=”center” border_color_all=”#d7d7d7″ border_width_all=”1px” saved_tabs=”all” text_text_shadow_horizontal_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_vertical_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_blur_strength=”text_text_shadow_style,%91object Object%93″ link_text_shadow_horizontal_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_vertical_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_blur_strength=”link_text_shadow_style,%91object Object%93″ 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header_5_text_shadow_blur_strength=”header_5_text_shadow_style,%91object Object%93″ header_6_text_shadow_horizontal_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_vertical_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_blur_strength=”header_6_text_shadow_style,%91object Object%93″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” z_index_tablet=”500″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ global_module=”11798″]<\/p>\n LPL Financial is one of the nation\u2019s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA.<\/p>\n The firm\u2019s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone…. Learn More<\/a><\/p>\n [\/et_pb_text][et_pb_text admin_label=”IHT WEALTH MANAGEMENT LLC 10.15″ _builder_version=”4.6.5″ custom_margin=”||40px|” custom_padding=”20px|20px|20px|20px” text_line_height=”1.2em” use_border_color=”on” background_color=”#ffffff” module_alignment=”center” text_font=”||||” header_font=”||||” max_width_tablet=”50px” border_width_all=”1px” border_color_all=”#d7d7d7″ saved_tabs=”all” text_text_shadow_horizontal_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length=”text_text_shadow_style,%91object Object%93″ text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength=”text_text_shadow_style,%91object Object%93″ text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length=”link_text_shadow_style,%91object Object%93″ link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength=”link_text_shadow_style,%91object Object%93″ link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength=”ul_text_shadow_style,%91object Object%93″ ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength=”ol_text_shadow_style,%91object Object%93″ ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength=”quote_text_shadow_style,%91object Object%93″ quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length=”header_text_shadow_style,%91object Object%93″ header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength=”header_text_shadow_style,%91object Object%93″ header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength=”header_2_text_shadow_style,%91object Object%93″ header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength=”header_3_text_shadow_style,%91object Object%93″ header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength=”header_4_text_shadow_style,%91object Object%93″ header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength=”header_5_text_shadow_style,%91object Object%93″ header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength=”header_6_text_shadow_style,%91object Object%93″ header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” z_index_tablet=”500″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ global_module=”11826″ text_orientation=”center”]<\/p>\n IHT is a firm built by financial advisors, for financial advisors. Our ultimate responsibility is with our clients, not shareholders and corporate executives worried only about their bottom line. Our 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 us with the full LPL platform while allowing IHT to maintain true independence to service our clients. Each advisor truly owns their own practice while also taking advantage of economies of scale by affiliating under one national brand. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" OUR FIRM About W Investments Our Independence is Your Advantage W Investments is a fully independent, partner-owned and operated financial services firm. Our independent structure is designed to help eliminate the distractions often encountered by advisors operating in large corporate-owned firms. For our investment advisory clients, our business model and approach allow us to act […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-60","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages\/60","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/comments?post=60"}],"version-history":[{"count":0,"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/pages\/60\/revisions"}],"wp:attachment":[{"href":"https:\/\/advisors2.bradcable.com\/swwadvisorsdavid\/wp-json\/wp\/v2\/media?parent=60"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\n
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PRODUCTS AND SERVICES<\/h1>\n
![\"\"](\"\/wp-content\/uploads\/sites\/41\/2019\/10\/product_chart_edited_final_corrected.png\" "\\"p_s\\"")
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FACEBOOK<\/h3>\n
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\n}(document, ‘script’, ‘facebook-jssdk’));<\/p>\nTWITTER<\/h3>\n
LPL FINANCIAL<\/h3>\n
IHT WEALTH MANAGEMENT LLC<\/h3>\n
Learn more<\/a><\/p>\n