Advisor Portal

Private Wealth Group

A Personalized Wealth Plan Based on Your Clients Priorities

At different points in your life, you may find that your needs, goals, and interests have changed. With this change, your views on risk and wealth strategies can also shift. As you accumulate wealth, you may strive to achieve additional or alternative objectives.

Who is it for?

The holistic approach of the Private Wealth Group at Independent Solutions Wealth Management takes asset management to a higher level. You will have the convenience of working with a single point of contact – your Private Wealth Advisor – backed by a team of professionals specializing in wealth planning, investment management, charitable giving, income planning, and estate planning.

By working together with you, your Financial Advisor, and your tax and legal advisors, the Private Wealth Group at Independent Solutions Wealth Management will help you create a customized wealth plan that focuses on your personal needs, your lifestyle, and your family goals.

private wealth management group

Which path is right for you?

Investment Planning

We believe that long term consistency helps to improve the probabilities of success in achieving your investment goals. Our investment committee applies a mix of assets classes across global markets with intensive research and careful individual security selection tailored to meet your specific financial objectives.

Trust and Estate Services

Taking care of your family now while creating a legacy for your heirs may be of importance to you. Our strategic relationship with Canandaigua National Bank and Trust (CNB), allows you the opportunity to design a plan that will fit the needs of your family for multiple generations.

Specialty Asset Management

Specialty Assets, non-financial assets or “real” assets, can offer significant benefits as part of an overall portfolio. These assets can present special challenges in terms of oversight. Specialty assets may include: Private Limited Partnerships, Real Estate Assets, Natural Resources, or Private Debt or Equity deals.

Wealth Planning

In addition to Investment Management, you can count on your team at Independent Solutions Wealth Management for advice in diverse areas such as asset allocation, asset segmentation, education funding, stock option planning, charitable giving strategies, and wealth transfer strategies.

Specialty Income Planning

No matter the size of your portfolio, income plays a vital role in how you live. How you create your income strategy will depend on a variety of factors, including timing of cash flows and taxation. We have a team of advanced planners and certified Social Security claiming strategists.

Charitable Giving

If you and your family decide that philanthropy should be part of your overall wealth strategy, the planning team at Independent Solutions can work with your primary advisor help implement giving strategies as a one time event, over your lifetime, or even spanning multiple generations.

WHY PICK PRIVATE?

ISWM has been recognized by Fortune, Forbes, Bloomberg Businessweek, & Money Magazine, as investment experts in the industry. The Investment Committee Members have contributed to the Wall Street Journal, CNBC, Bloomberg TV, MSNBC, TedTalks, and many other nationally recognized news outlets.

ISWM was formed with the idea that every client deserves a diversified, transparent, efficient, and customizable portfolio. As important, these portfolios should work seamlessly with a client’s other investments and overall financial plan. The firm’s partners have extensive backgrounds in both investment management and financial planning.

As a Fiduciary, our investment and wealth planning decisions are made in the best interests of our clients.