Independent Solutions Wealth Management,

Financial Services · 11 Employees
Email Address: contact@iswealthmanagement.com
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About
Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top-rated money managers in a pre-built asset allocation model for a low fee. The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker-Dealer. We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives. We are not market timers. Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fit with our investor's tolerance for risk. - Researching the Best and Brightest Managers - Truly Independent - Gives Reps more time to Manage Their Practice - Developed By Reps for Reps - Priced with the Independent Rep in mind - Asset Allocation Driven Models Get a 1 on 1 consultation with an advisor here: https://iswealthmanagement.com/find-financial-advisor-near-you/
Year Founded
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Industry
Financial Services
HQ Location
305 Spindrift Dr Williamsville, New York 14221, US
Keywords
AggressiveBalanceBonds PlusConservativeFull EquityRising RatesWealth ManagementMarket InsightsStrategic Asset AllocatioFinances
Location
  • 305 Spindrift Dr Williamsville, New York 14221, US

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