Your (Local)Wealth Manager
Since the 1980s, we have been a locally trusted wealth management firm right here in Encinitas. Our team is your team, and together, we make sure that your financial goals become a reality through thoughtful planning. New to us? Below are just a sampling of the key ways we can help you:
Here are some of the reasons why clients keep coming back:
The Local Wealth Experts - North County San Diego is a unique place, and those of us who live here value lifestyle as well as financial success. Let us take this knowledge of our community to provide tailored financial planning solutions for you and your estate.
One Stop Financial Shop - As your trusted local partner, we offer comprehensive financial planning solutions. From retirement planning to investment strategies, we can help you choose the right investments for your entire portfolio.
Exclusive Partnership - Connections and trust are key to building meaningful and healthy relationships. You will benefit from our unique partnership with our local firms, like our seamless coordination between insurance and financial planning services.
Personalized Strategies - We aren’t a cookie-cutter firm, and you aren’t “average.” Here at Independent Wealth Solutions, your experienced wealth experts create custom financial plans that align with your unique goals and financial situation
Proven Track Record - Don’t take our word for it; we’re happy to show you our ROI over the years. We have been in the community for over 38 years, assisting locals to plan for their retirement.
You Come First - Our commitment to putting clients first is unwavering, ensuring you feel valued and understood every step of the way.
Local Pride - Have we said local enough? Well, we shine with Encinitas pride and are proud of the way we're invested in helping our community members achieve financial success. If not, we’d have an awfully hard time walking or surfing in this town!
Paying Forward - We believe in supporting all the great organizations doing good work across our county. From school fundraising campaigns to surf camps, we reinvest a portion of any profit we make in the nonprofits and people bettering our town.
““Trustworthy, helpful, and very knowledgeable. They helped me set up my retirement and college accounts.””
““Engaging the services of an Independent Wealth Solutions has transformed my financial literacy. Their expertise and personalized approach created a comprehensive financial plan tailored to my needs.””
““Extremely grateful for the consistent, continued advice Independent Wealth Solutions has provided both me as an individual and my family alike.””
It all begins with a conversation. If you have financial questions, don’t hesitate to reach out, we love getting to know more of the community. Plus, if you’re near Second St in Encinitas, let us know and you pop by our new offices!
