Independent Wealth Solutions

Independent Wealth Solutions is a financial services firm that has worked with individuals, families and small business owners since 1988. Its advisors help clients with retirement planning, 401(k) and 403(b) questions, asset allocation, estate planning and tax-efficient retirement strategies, usually starting with a review of each client's goals and risk tolerance. The firm describes itself as family-run and operates as a fiduciary.

People usually start with a phone call or a contact form to talk through their situation before any plan is built. The firm serves North County San Diego, including Encinitas, Carlsbad, Del Mar, Solana Beach, Oceanside and San Diego, and its office is at 763 2nd Street in Encinitas. Advisors are licensed to work in California.