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/
View Top Employees from Independent Solutions Wealth Management, LLCWebsite | https://iswealthmanagement.com/ |
Revenue | $5 million |
Employees | 14 (10 on RocketReach) |
Address | 305 Spindrift Dr, Williamsville, New York 14221, US |
Phone | (716) 568-8556 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Legacy Wealth, LLC, Toussaint Financial Associates |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
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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].