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    Independent Solutions Wealth Management, Llc

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    Description

    • Independent Solutions is a company born out of necessity, a company started to give Individual Investors access to top rated money managers in a pre-built asset allocation model for a low fee. The three founding partners of Independent Solutions Wealth Management, LLC are all continuously producing Registered Representatives at an Independent Broker Dealer.We believe in managing money using the time-tested principles of asset allocation and modern portfolio theory to help our shareholders reach their long term investment objectives.We are not market timers. Rather, we construct a fully diversified portfolio, that includes a broad array of asset classes managed by the best and brightest managers that fits with our investor's tolerance for risk.- Researching the Best and Brightest Managers - Truly Independent- Gives Reps more time to Manage Their Practice - Developed By Reps for Reps- Priced with the Independent Rep in mind - Asset Allocation Driven Models
    • location

      Headquarters:305 Spindrift Drive , Williamsville, New York, United States

      More
    • Independent Solutions Wealth Management, Llc phone

      Phone Number: +1 716-568-8566

    • Independent Solutions Wealth Management, Llc website

      Website: https://www.iswealthmanagement.com

    • Independent Solutions Wealth Management, Llc employees

      Employees:13

    • Independent Solutions Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Independent Solutions Wealth Management, Llc legal name

      Legal Name:Independent Solutions Wealth Management, Llc

    • Independent Solutions Wealth Management, Llc's Social Media

      Independent Solutions Wealth Management, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    National Marketing Director for Independent Solutions Wealth Management, Llc

    Kelsey Mccool

    National Marketing Director

    Person level website visitor identification

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    View Employees

    Kelsey Mccool

    National Marketing Director

    Lynn Sirianni

    Operations Manager

    Peter Nielsen

    Portfolio Manager

    Paul Meeks

    Portfolio Manager And Investment Committee Member

    Frequently Asked Questions regarding Independent Solutions Wealth Management, Llc

    • Where are Independent Solutions Wealth Management, Llc's Headquarters?

      Independent Solutions Wealth Management, Llc's Headquarters are in 305 Spindrift Drive ,Williamsville,New York,United States

    • What is Independent Solutions Wealth Management, Llc's phone number?

      Independent Solutions Wealth Management, Llc's phone number is +1 716-568-8566

    • What is Independent Solutions Wealth Management, Llc's official website?

      Independent Solutions Wealth Management, Llc's official website is https://www.iswealthmanagement.com

    • What is Independent Solutions Wealth Management, Llc's Revenue?

      Independent Solutions Wealth Management, Llc's revenue is $1 - 10M

    • What is Independent Solutions Wealth Management, Llc's NAICS code?

      Independent Solutions Wealth Management, Llc's NAICS code is 523110

    • How many employees are working in Independent Solutions Wealth Management, Llc

      Independent Solutions Wealth Management, Llc has 13 employees

    • What is Independent Solutions Wealth Management, Llc's Industry?

      Independent Solutions Wealth Management, Llc is in the industry of Financial Services

    • Who is Independent Solutions Wealth Management, Llc's National Marketing Director?

      Independent Solutions Wealth Management, Llc's National Marketing Director is Kelsey Mccool

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