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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.

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Max Wittenberg (left) and Ricky Cimicata (right) in business attire, standing together at a client event, smiling, with a dining area in the background.
The Wittenberg Family gathered at the Surfing Madonna Oceans Project event under a tent with a banner and medals around their necks. Some are clapping and wearing sunglasses and hats.
Max Wittenberg smiling and holding a green award plaque that reads 'Best of 2023 Encinitas' with 'Independent Wealth Solutions' printed at the top, standing in front of a scenic wall mural of a coastal landscape with palm trees and ocean.