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Independent Wealth Solutions
Independent Wealth Solutions
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Independent Wealth Solutions
Independent Wealth Solutions
About
Services
Your Team
News
Contact Us
About
Services
Your Team
News
Contact Us
Now offering 401(k) plans that benefit employee and employer
Maxwell Wittenberg 1/4/24 Maxwell Wittenberg 1/4/24

Now offering 401(k) plans that benefit employee and employer

IWS now offers 401k plans.

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The Value of the 403(b) Retirement Savings Plan
Maxwell Wittenberg 9/1/23 Maxwell Wittenberg 9/1/23

The Value of the 403(b) Retirement Savings Plan

Why your 403(b) retirement savings plan is important

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(760) 942-1880

Admin@independentwealthsolutions.com

763 2nd St #200, Encinitas, CA 92024

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Founded in 1988, Independent Wealth Solutions™ is a family-run financial services company that operates as a fiduciary for clients primarily in North County San Diego Communities:
Service Areas: Cardiff By The Sea, Encinitas, Carlsbad, Del Mar, Del Mar Heights, San Diego, Escondido, Fairbanks Ranch, La Costa, Oceanside, San Marcos, Solana Beach, and Vista.

Licenses:

Independent Wealth Solutions - License #6009790

Steven Wittenberg - License #0686111  in

Maxwell Wittenberg - License #0M87427 in

Ricky Cimicata - License #0M75637 in

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Copyright 2023 Independent Wealth Solutions™. All rights reserved.

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