Independent Solutions Wealth Management acts as an extension of the Advisors’ team, equally committed to serving the clients’ best interests with a focus on providing a variety of simple to highly scalable and customized wealth management solutions.

When an advisor partners with ISWM, they are able to spend more time focusing and understanding the clients goals and objectives. With 200+ years of experience on our investment committee, there are many benefits to both the Advisor and the client when leveraging the research, market analysis, support, and expertise provided by our team.