Independent Solutions Wealth Management, LLC: Innovative Strategies for Financial Success

Independent Solutions Wealth Management is an SEC Registered Investment Advisor headquartered in Buffalo, NY, with offices in Florida, California, and Texas that provides investment management and financial services for retail and institutional clients across the United States. The firm manages over 1 billion dollars in assets under management and has an investment committee with over 200 years of experience, focusing on growing, protecting, and diversifying client's wealth.

The firm offers an investment offering of fully diversified asset allocation models in both mutual fund and ETF formats with tactical and passive approaches for active and passive investors alike. In addition to the mutual fund and ETF strategies, the firm offers both growth and value-based equity strategies on a standalone basis or through a blended approach.

In 2020, the firm launched the Private Wealth Group. This experience is unique for high-net-worth investors with over 2 million in investable assets. The Private Wealth Group specializes in more comprehensive and sophisticated wealth, tax, insurance and estate planning. The Private Wealth Group provides investors with access to unique products such as private debt and equity deals, forward lead and charitable remainder trusts, opportunity zones, DSTs, and alternative investments.

Independent Solutions Wealth Management is continually at the forefront of formulating new strategies and solutions for clients. Going forward, the firm plans to lean into AI and automation by embracing new technologies to improve advisors' workflow and make the client experience more seamless and efficient.

Independent Solutions Wealth Management thoroughly analyzes the market and market trends to provide investment portfolios that increase the probability of its clients' success. The company believes that it's not just about growing wealth but about safeguarding clients' assets and generating a consistent income that sustains them throughout their lifetime and potentially for multiple generations.