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.
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.
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.
Learn More
Our Headquarters
- 305 Spindrift Dr, Williamsville, NY 14221
- contact@iswealthmanagement.com
- (716) 633 1515