The Financial Guys

Wealth Management

Investing & Wealth Management

We provide in-depth services to a select group of qualified clients who need more attention and help managing their investment assets. Our advisors will take the time to understand the client’s full financial picture and draft a comprehensive investment profile and policy statement, to guide in the wealth management planning of the client’s portfolios.

Our Approach:
Private Wealth Managment

The client portfolios are designed and managed primarily using individual stocks and bonds, in order to insure the appropriate, predetermined risk level is maintained. However, where it is appropriate and agreed to, by certain qualified clients, we research and purchase private equity and debt securities, quantitatively managed strategies and non-correlated investment opportunities. We then utilize these solutions to help maintain the risk/return profile of those client portfolios.

Independent Solutions Wealth Management**

Investment Solutions for Financial Advisors

At Independent Solutions Wealth Management, the team acts as an extension of the Advisors team. Unquestionably, they are committed to acting in the clients’ best interests, focusing on transforming a range of straightforward options into highly adaptable and personalized wealth management solutions.

“Our best work always begins
with a simple conversation”

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