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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/

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Independent Solutions Wealth Management, LLC Questions

The Independent Solutions Wealth Management, LLC annual revenue was $5 million in 2024.

Michael Zimmer is the COO of Independent Solutions Wealth Management, LLC.

10 people are employed at Independent Solutions Wealth Management, LLC.

Independent Solutions Wealth Management, LLC is based in Williamsville, New York.

The NAICS codes for Independent Solutions Wealth Management, LLC are [561110, 56, 5611, 56111, 561].

The SIC codes for Independent Solutions Wealth Management, LLC are [874, 87].

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