Building relationships one clean at a time.
At Independent Solutions Wealth Management, we believe that every individual deserves to live a life filled with financial security, freedom, and prosperity. As a registered investment advisor, our mission is to help you achieve your financial goals and build a brighter future. With a team of experienced professionals, we strive to provide personalized wealth management solutions tailored to your unique needs and circumstances.
Our Story
Our story began in 2008, when a group of experienced financial professionals came together to create a firm that would provide world-class wealth management solutions to individuals, businesses, and financial advisors. With a combined industry experience of over 200 years, our team has a deep understanding of the financial markets and a commitment to delivering exceptional service.
Our Services
We offer a range of comprehensive wealth management services designed to help you achieve your financial goals. Our services include:
Asset Management: Our experienced investment committee uses a strategic asset allocation approach to manage your investments, providing you with a tailored portfolio that aligns with your risk tolerance and financial goals.
Private Wealth Group: Our private wealth group provides customized investment solutions for high-net-worth individuals, helping them to achieve their financial objectives and preserve their wealth.
Tax & Accounting Professionals: We provide tax and accounting services to individuals, businesses, and financial advisors, helping them to navigate the complexities of tax law and ensure compliance with accounting regulations.
Tax & Accounting Professionals: Our team of tax and accounting professionals provides expert guidance on tax planning, preparation, and representation before tax authorities.
Independent Solutions Wealth Management
As a registered investment advisor, Independent Solutions Wealth Management is committed to providing objective investment advice and guidance. Our investment committee, led by Chief Investment Officer Dan Neiman, is comprised of experienced professionals with a combined industry experience of over 200 years.
Client Communication
We believe in keeping our clients informed about market trends, economic updates, and investment strategies. Our quarterly Economic & Market Updates provide valuable insights into the current market landscape and are designed to educate and inform our clients.
Our Team
Our team is comprised of experienced professionals with a deep understanding of the financial markets and a commitment to delivering exceptional service. Our team is dedicated to helping you achieve your financial goals and build a brighter future.
Headquarters
Independent Solutions Wealth Management is headquartered in Buffalo, NY, with offices in Jupiter, FL, Houston, TX, and San Diego, CA.
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