Economic & Markets Update | 2019 Event
Want to learn more about the recent market volatility? Get exclusive access to the ISWM Investment Committee at this years annual event in Western New York. This Economic & Market’s Update Event is open to our advisors, their clients and the general public. Take advantage of this opportunity to hear from the team with over 175 years of industry experience. The Committee will cover investment strategies, discuss market volatility, Top Stock picks and will share their insight for navigating what happens next.
This October, we hope you will join us for cocktails, appetizers and conversation at the Marriott off Millersport Hwy in Western New York. You MUST register to attend as space is limited. You may register online by selecting the “Register Today” button (right) or by calling 716.633.1515.
Our Story
At Independent Solutions, we understand that the financial advisor is the mechanic of the financial plan. We will work tirelessly in developing models that allow you and your clients to grow, protect and diversify.
We are committed to assisting you in building a more secure future. We believe it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life.
Click here to read the article “Bringing Wall Street to Main Street” featured in Fortune, Forbes, Bloomberg Businessweek & Money, for more on the Independent Solutions Wealth Management Story.
170+ Years of Industry Experience
Our Portfolios are managed by the Independent Solutions Wealth Management Investment Committee, lead by Dan Neiman, Chief Investment Officer and Partner at ISWM. The committee consists of Chartered Financial Analysts as well as Advisors that have both institutional and retail experience. Our investment committee enables the collaboration of individuals with a combined industry experience of 170 years.
Strategic Asset Allocation
We use this investment approach to give our clients the best opportunity to achieve success.
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Client Communication
We host Client Update Calls on a quarterly basis to our clients the opportunity to interact with our Investment Committee.
Investment Committee
The ISWM Investment Committee has over 170 years of industry experience to ensure our clients are in good hands.
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ISWM
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Our Headquarters
- 305 Spindrift Dr, Williamsville, NY 14221
- contact@iswealthmanagement.com
- (716) 633 1515