Business Details
18 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Independent Solutions Wealth, we serve as an extension of financial advisors' teams, dedicated to advancing clients' best interests through tailored wealth management solutions. Established in 2008 and headquartered in Buffalo, NY, with offices in Florida, Texas, and California, our firm is led by an Investment Committee with over 200 years of combined industry experience. We specialize in strategic asset allocation, portfolio management, and comprehensive wealth planning, supporting advisors with world-class back-office infrastructure and advanced investment strategies. Our SEC-registered advisory services cater to institutional and retail clients, while fostering partnerships with tax professionals and insurance agents to enhance client outcomes.Through quarterly economic updates and personalized communication, we empower advisors to focus on client relationships while leveraging our expertise in risk management, estate planning, and income strategies. Recognized by Fortune, Forbes, and Bloomberg Businessweek, we prioritize fiduciary responsibility, transparency, and innovation to deliver scalable solutions aligned with evolving client needs.
Services
Asset Management
Wealth Planning
Investment Advisory
Estate Planning
Income Strategies
Portfolio Management
Risk Tolerance Analysis
Tax Professional Partnerships
Insurance Agent Collaboration
Market Research
Details
- Year established: 2008
Highlights and features
- We provide SEC-registered investment advisory services with 200+ years of combined industry experience.
- Our Investment Committee offers strategic asset allocation and portfolio management expertise.
- We deliver world-class back-office support for financial advisors and tax professionals.
- We partner with Canandaigua National Bank and Trust for trust and estate services.
- Our fiduciary approach prioritizes client interests through transparent, customizable portfolios.
Associations and certifications
- SEC Registered Investment Advisor
Services
Asset Management
Our asset management services leverage an Investment Committee with 200+ years of experience to create diversified portfolios tailored to client risk profiles. We utilize strategic asset allocation across global markets, focusing on long-term consistency and individual security selection. Clients benefit from quarterly economic updates and direct communication with our team to ensure alignment with evolving financial goals.
Wealth Planning
Wealth planning services integrate investment management with estate planning, charitable giving, and income strategies. Our fiduciary advisors collaborate with clients' legal and tax professionals to develop customized plans addressing asset protection, multi-generational legacy, and tax-efficient wealth transfer. This holistic approach ensures comprehensive alignment with personal and family financial objectives.
Investment Advisory
As an SEC-registered investment advisor, we provide research-driven advisory services for institutional and retail clients. Our offerings include risk tolerance analysis, portfolio construction, and ongoing monitoring. Advisors gain access to advanced tools, market analysis, and 50/50 fee-sharing partnerships while maintaining client relationships through our back-office support infrastructure.
Estate Planning
Estate planning services focus on creating multi-generational wealth strategies through strategic partnerships with Canandaigua National Bank and Trust. We develop customized trusts, wills, and gifting strategies to minimize tax liabilities while preserving family legacies. Our team coordinates with legal professionals to ensure seamless implementation of complex estate structures.
Income Strategies
Specialized income planning addresses cash flow optimization across all portfolio sizes. Our certified Social Security strategists and advanced planners design tax-efficient withdrawal plans, incorporating annuities, dividend strategies, and required minimum distribution management to sustain long-term financial security during retirement phases.
People
Dan Neiman
Chief Investment Officer and Partner
Dan Neiman leads the Investment Committee at Independent Solutions Wealth, bringing extensive expertise in portfolio management and strategic asset allocation to drive client-focused investment strategies.
John Thur
Chartered Financial Analyst & Portfolio Manager
John Thur, with 30+ years of experience, specializes in private placements and high-net-worth solutions while managing the Growth At a Reasonable Price (GARP) SMA strategy in Buffalo and South Florida.
Drew Miller
Head of Advisory Services & Business Development
Drew Miller oversees advisory offerings and new relationships, leveraging prior leadership experience at Atria Wealth Solutions to develop scalable solutions for financial advisors and institutional clients.
Anthony Szefler
Wealth Manager & Financial Planner
Anthony Szefler provides five years of dedicated financial planning support in Buffalo, NY, collaborating with advisors to implement comprehensive wealth management strategies for client portfolios.
Kelsey McCool
National Marketing Director & Advisor Relations
Kelsey McCool leads marketing initiatives from Jupiter, FL, with a decade of experience in financial services marketing and a focus on advisor-client relationship development.
Questions
What investment strategies do you use?
We employ strategic asset allocation across global markets, combining intensive research with individual security selection tailored to client-specific financial objectives and risk tolerance levels.
How do you support financial advisors?
We provide SEC-registered advisory services, back-office infrastructure, market analysis, and 50/50 fee-sharing partnerships while allowing advisors to maintain client relationships.
Can tax professionals partner with your firm?
Yes, our TAPP program enables tax professionals to offer investment advisory services through 50/50 fee-sharing partnerships or referral arrangements with full operational support.
What wealth planning services do you offer?
Our wealth planning includes estate strategies, charitable giving, income optimization, and multi-generational legacy planning coordinated with clients' legal and tax advisors.
How is your firm structured?
We operate as an SEC-registered investment advisor with offices in New York, Florida, Texas, and California, serving institutional and retail clients nationwide.
How do you ensure client communication?
We host quarterly economic and market updates, provide performance reporting, and maintain direct communication channels between our Investment Committee and client advisors.
