Steve began his financial planning journey in 1984, the same year he permanently moved to Southern California. Independent Wealth Solutions was founded in 1988 out of Steve’s home, where he raised his two sons. As an active listener and problem solver, Steve has continued to share his knowledge and financial expertise. He prides himself on creating the family-friendly, honest, low-pressure business environment that is Independent Wealth Solutions. Steve now works alongside his son, Maxwell Wittenberg, as IWS’ chief consultant. With 35 years in business, Steve guarantees accessible financial support for all his clients.