


Independent Solutions Wealth Management Email Formats
Financial Services • Amherst, New York, United States • 11-20 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.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@iswealthmanagement.com | 90% |
{first name}{last name} | johndoe@iswealthmanagement.com | 10% |
Key Contact at Independent Solutions Wealth Management
Kelsey Mccool
Chief Marketing Officer
Company overview
| Headquarters | 305 Spindrift Dr, Williamsville, New York 14221, US |
| Phone number | +17165688566 |
| Website | |
| NAICS | 52 |
| Keywords | Finances, Wealth Management, Market Insights, Aggressive, Strategic Asset Allocation, Balanced, Conservative, Bonds Plus, Full Equity, Rising Rates, Economic Updates |
| Employees | 11-20 |
| 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
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.
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