Basic Information
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Company
Concord Wealth Advisory/ IHTWealth -
Phone
9524666350 -
Mobile phone
6125904032 -
Email
sam.rouman@IHTWealth.com -
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. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What keeps you up at night?
What is most important to you?
What are you unwilling to ask? -
Profession
Wealth Management -
Title
Principal/Senior Wealth Advisor -
Website
https://www.ihtwealthmanagement.com/advisor/sam-rouman/
Contact Information
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City / Town
Edina -
State
Minnesota -
Zip
55435 -
Country
United States -
LinkedIn Profile
https://www.linkedin.com/in/samrouman/
Education
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College / University
University of Michigan (BA), University of St. Thomas (MBA)