Money & Wealth Management Services
Independent Solutions Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission with over $200 million of client assets. We are headquartered in Williamsville, NY with satellite offices in San Diego, CA and Jupiter, FL. Independent Solutions offers a number of different model portfolios that cover strategic allocation, tactical allocation, and individual stock SMAs. We manage assets for individuals, business owners, pension funds, trusts, and charitable foundations.
Created as an investment toolbox, the goal of Independent Solutions is to provide representatives and clients with a number of strategies to assist in any type of market environment. Using tools such as Morningstar Ibbotson models, we strive to find managers that provide a lower risk while outperforming their category peers. We believe this leaves us with “Best in Breed” managers.
At Independent Solutions, we understand that the financial advisor is the mechanic of the financial plan. We will work tirelessly in developing models that allow you and your clients to grow, protect and diversify.
We are committed to assisting you build a more secure future. We believe it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life.