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Independent Solutions
Wealth Management

Investment Solutions
For Financial Advisors
& TAX Professionals

Servicing institutional and retail clients while providing world-class back-office support, advanced solutions, business development for Financial Advisors, Tax & Accounting Professionals, and Licensed Insurance Representatives.

Custodial Partners
Riskalyze
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Advisor Portal
ISWM Emblem white and red

Independent Solutions
Wealth Management

Servicing institutional and retail clients while providing world-class back-office support,  advanced solutions, business development for Financial Advisors, Tax Professionals, and Licensed Insurance Representatives.

Advisor Portal
Explore Our Strategies
Riskalyze
View Custodial Partners

July 2023

Economic & Market Update | Q2 2023

** RECORDING IS NOW AVAILABLE**

CLICK HERE TO ACCESS

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

Playlist

29 Videos

200+ 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 allows for the collaboration of individuals with a combined industry experience of 200+ years.

Strategic Asset Allocation

We use this investment approach to give our clients the best opportunity to achieve success. 

Client Communication

We host Economic & Market Updates on a quarterly basis giving advisors and their clients the opportunity to hear directly from the Investment Committee.

Investment Committee

The ISWM Investment Committee has over 200 years of industry experience to ensure your clients are in good hands. 

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE INDEPENDENT SOLUTIONS WEALTH MANAGEMENT TEAM WILL CONTACT YOU PERSONALLY.

Independent Solutions ADV

ADV PART 2
ADV PART 3