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Cain K

CFP®, Series 63, Series 65

Naples, FL

IHT Wealth Management LLC

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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