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Philip S
CFP®, Series 66
Beaverton, OR
IHT Wealth Management LLC
Philip Sherman is a CFP® with 11 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has held roles at firms including Deschutes Investment Consulting, Cetera Advisor Networks, and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services, utilizing a combination of proprietary model portfolios, third-party managers, and quantitative investment techniques.
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