Independent Solutions Wealth Management, LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

Independent Solutions Wealth Management, LLC operates in the financial services sector as a registered investment advisor focused on giving individual investors access to top-rated money managers through pre-built asset allocation models offered at low fees. The firm emphasizes diversified portfolios built around asset allocation principles and modern portfolio theory, selecting managers that align with a client's risk tolerance rather than employing market timing. Based in Williamsville, New York, the company serves financial advisors and their clients by providing independent, rep-driven models designed to streamline advisory practice management and offer a range of asset classes via managed strategies.

Founded by partners who are registered representatives at an independent broker-dealer, Independent Solutions positions itself as unbiased and advisor-focused, developed by and for independent representatives. The organization highlights its emphasis on research-driven manager selection, independence, and an advisor-centric approach, with recent leadership updates including the appointment of a new president and CEO. Acknowledging industry context, the firm operates within the United States financial services landscape and maintains an online presence for client consultations.

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