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WEEKLY Client & Committee
Conference Call

At Independent Solutions, we believe communication is the key to a happy client. Because of the onset of the COVID-19 Virus and it’s impact on the market, the Investment Committee Members will be hosting a weekly conference call to discuss recent market activity, their strategies, insights and market forecasts. The team extends an invitation to anyone wanting to listen in on the call.

Complete the Registration Form to  receive the dial in information and access code.

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Every Thursday
4:15 PM

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.

ISWM in the Media

Independent Solutions Wealth Management has been in a variety of media outlets, from television to magazines. Watch the different interviews and discussions we have had at CNBC, WBEN, and more.

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Don't let the COVID-19 Virus get in the way of your financial future!

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. 

Listen To The Client & Committee Conference Call For
Recent Market Insights and Strategies

Listen To The Client & Committee Conference Call For
Recent Market Insights and Strategies

Our Headquarters

 

Independent Solutions Wealth Management LLC is an SEC Registered Investment Adviser.

Special Client & Committee Call

At Independent Solutions, we believe communication is the key to a happy client. For that reason, the Investment Committee Members host a conference call to discuss recent market activity, their strategies, insights and market forecasts. The team extends an invitation for you to listen in on the call

This special committee call will be held 
weekly on Thursdays at 4:15 P.M. Eastern Time