Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high‑net‑worth clients and retirement plans. The firm offers discretionary and non‑discretionary portfolio management across mutual fund, ETF and individual‑security strategies, plus financial planning, third‑party manager selection, tactical models and small‑account model portfolios.

Its investment process emphasizes strategic asset allocation across a five‑tier risk spectrum (very conservative to very aggressive), selection of model portfolios built from mutual funds, ETFs and vetted third‑party managers, monthly manager due diligence and at least semi‑annual portfolio reviews and rebalancing. The firm uses both fundamental and technical analysis for security selection and operates tactical strategies that can include leveraged and inverse ETFs as well as covered‑call overlays in certain stock portfolios.

Independent Solutions has several affiliations that are less common among peers: some advisors are registered representatives of a FINRA‑member broker‑dealer and the firm may serve as a third‑party asset manager for that broker, and the firm has ownership ties to an investment manager that sponsors a proprietary mutual fund used in its small‑account and model offerings. These relationships — along with the firm’s ability to waive fees or adjust minimums in specific circumstances, its disclosure of trade rotation and custodial practices, and its offering of private placement brokerage to accredited clients — are explicitly disclosed and managed as potential conflicts of interest.