Independent Solutions Wealth Management

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Independent Solutions Wealth Management — overview

About

Independent Solutions Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include asset management, financial planning, portfolio management, tax and budgetary planning, estate planning, insurance planning, business planning, wealth planning, investment management, charitable giving and income planning. The wealth manager advises individuals, high-net-worth individuals, corporate pension and profit-sharing plans and trust programs.

Independent Solutions Wealth Management - known decision makers (18)

Position	Location	Asset Class
Chief Operations Officer & Trading Manager	Williamsville, US	GEN
Co-founder & Partner	Williamsville, US	GEN
Financial Planner, Analyst & Portfolio Manager	Williamsville, US	GEN
Investment Adviosr Representative	Williamsville, US	GEN
Investment adviser representative	Williamsville, US	GEN

Showing 5 of 18 known decision makers Independent Solutions Wealth Management

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