Who we work with

Florida Retirement System (FRS) employees and retirees

David and Ryan DeWitt have over 26 years of combined experience working with FRS employees. Before becoming an adivsor in 2001, David worked as an FRS employee for over 10 years as a high school adminstrator which has provided the team with firsthand knowledge of the FRS System. Throughout their near 3 decades of experience, David and Ryan have worked with various FRS employers including the public school board, county circuit court, property appraiser, department of transportation, and many others.

Current and previous higher education employees

David and Ryan have gained a thorough understanding of the employee benefits for Florida University employees while they are employed and the unique opportunities they have once they retire or change careers. This distinctive opportunity includes private institutions as well as public universities.

Individuals and Small Business owners

David and Ryan focus on many other individual clients that may be planning for a retirement, currently retired, or own a small business. It is David and Ryan's passion to assist individuals with planning for their retirement no matter their situation. For this reason, David and Ryan can offer the following services in financial advising as well:

Retirement Planning
Asset Allocation and Portfolio Construction
Tax Efficient Investment Strategies
Education Planning and Funding Strategies
Life Insurance and Risk Management

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice is offered through IHT Wealth Management, a registered investment advisor. LPL Financial and IHT Wealth Management are separate entities.

The LPL Financial and IHT Wealth Management registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.