Independent Solutions Wealth Management acts as an extension of the Advisors’ team. It is equally committed to serving the clients’ best interests and focuses on providing a variety of simple to highly scalable and customized wealth management solutions.
When advisors partner with Independent Solutions, they can spend more time focusing on and understanding the clients’ goals and objectives. With decades of experience on our investment committee, leveraging the research, market analysis, support, and expertise provided by our team benefits both the advisor and the client.
Leverage a team with over 200 years of experience from the Investment Committee. Offering Strategic Mutual Funds, Stock Models, ETF’s and Tactical Strategies.
Chief Investment Officer, Founder
President, Founder
Chief Compliance Officer, Founder
“Independent Solutions is second to none, especially with the next-level service and assistance we receive when working with Mike Zimmer and Lynn Sirianni. ISWM has a top-notch investment committee with people like John Thur, Dan Neiman, and many others. This team spells experience and is well known in the industry. The Private Wealth Group has allowed us to offer our high net worth clients a special experience. It’s safe to say the execution and support when setting up accounts from the servicing team are unmatched.”
Bullmoose Retirement, Ohio
“I have used ISWM as my investment team for a little over a year and it turned into a game-changer for my practice. I have been able to leverage their analyst expertise, operations support, marketing expertise, and investment strategies, as well as their Private Wealth Group for my higher net worth clients to provide a concierge level of service to those I serve. Lynn, Kelsey, Mike and the entire Investment Committee have become an extension of my practice and an instrumental part of my growth as an advisor.”
Black Lab Financial Services, FLorida
“I’ve used Independent Solutions since 2016. Being a holistic financial advisor, I recognize ISWM as a big asset to my firm.
Why? I leverage them to manage the assets, which allows me more time to focus on managing the client relationships. The support from the investment team, the
managers, and the servicing team has largely benefited my practice.”
Diversified Financial Solutions, New York
Want to learn more about the investment strategies, portfolios, performance and services available to you?
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