Basic Information
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Company
Concord Wealth Advisory/ IHTWealth -
What is your "why"? Why do you do what you do?
My professional mission is to empower individuals and families to achieve financial success and security through personalized and strategic wealth management. I am committed to understanding each client's unique aspirations, providing expert guidance, and delivering tailored solutions that foster long-term prosperity. With integrity, transparency, and a dedication to excellence, I strive to build lasting relationships based on trust and collaboration. My goal is to be a trusted partner for each client's financial journey, helping them navigate the complexities of wealth management with confidence and peace of mind. -
Unique Selling Proposition
I take stress out of your financial life by working with you to understand how you want to live your life and the legacy you want to leave to your family and community.
• Collaborator - I listen deeply to understand client’s needs and wants. To be the best collaborator I need to thoroughly understand you and what is truly important to you.
• Advocate: I treat your investments as I would a family member’s.
• Results-focused strategist: Proactive and results-focused.
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Profession
Wealth Management -
Title
Principal/Senior Wealth Advisor -
Hobbies and interest
Downhill skiing, motorcycling, gardening, teaching, volunteering. -
Website
https://www.ihtwealthmanagement.com/advisor/sam-rouman/
Contact Information
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City / Town
Edina -
State
Minnesota -
Zip
55435 -
Country
United States -
Special offers to the group
I offer a 30 minute complimentary review and second opinion for interested individuals. -
LinkedIn Profile
https://www.linkedin.com/in/samrouman/
Education
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College / University
University of Michigan (BA), University of St. Thomas (MBA)