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Independent Solutions Wealth Management

Independent Solutions Wealth Management Email Formats

Financial ServicesFlag of USAmherst, New York, United States11-20 Employees

Independent Solutions Wealth Management Email Formats

Independent Solutions Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@iswealthmanagement.com), used 90% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@iswealthmanagement.com
90%
{first name}{last name}
johndoe@iswealthmanagement.com
10%

Key Contact at Independent Solutions Wealth Management

Flag of US

Kelsey Mccool

Chief Marketing Officer

Company overview

Headquarters305 Spindrift Dr, Williamsville, New York 14221, US
Phone number+17165688566
Website
NAICS52
Keywords
Finances, Wealth Management, Market Insights, Aggressive, Strategic Asset Allocation, Balanced, Conservative, Bonds Plus, Full Equity, Rising Rates, Economic Updates
Employees11-20
Socials

About Independent Solutions Wealth Management

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 fit 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 Get a 1 on 1 consultation with an advisor here: https://iswealthmanagement.com/find-financial-advisor-near-you/

Employees by Management Level

Total employees: 11-20

Seniority

Employees

C-Suite
Entry
Manager

Employees by Department

Independent Solutions Wealth Management has 7 employees across 5 departments.

Departments

Number of employees

Funding Data

Independent Solutions Wealth Management has never raised funding before.

Independent Solutions Wealth Management Tech Stack

Discover the technologies and tools that power Independent Solutions Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Elementor Header & Footer Builder

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WordPress plugins

Google Maps

Google Maps

Maps

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Bootstrap

Bootstrap

UI frameworks

Popup Maker

Popup Maker

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Yoast SEO

Yoast SEO

SEO

Google Workspace

Google Workspace

Email

Draftpress HFCM

Draftpress HFCM

WordPress plugins

Frequently asked questions

Independent Solutions Wealth Management is located in Amherst, New York, US.
You can reach Independent Solutions Wealth Management at +17165688566.
Independent Solutions Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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