Independent Wealth Solutions® is a family-run financial services company founded in 1988 and serving individuals and families across San Diego County, particularly North County communities. The firm works as a fiduciary and aims to help clients pursue their financial goals through personalized guidance and collaborative planning. Its services include asset allocation, financial status evaluations, retirement planning, and support with employer-sponsored plans such as 401(k) and 403(b) accounts.

The firm also offers investment options and consulting to help clients plan for future needs and financial growth. Independent Wealth Solutions emphasizes understanding each client’s circumstances, setting measurable objectives, and building relationships based on trust and a good mutual fit. Its service area includes Encinitas, Cardiff, Carlsbad, Del Mar, Escondido, Oceanside, San Marcos, Solana Beach, Vista, and other nearby communities.

The company is based in Encinitas, California, and invites prospective clients to get in touch to discuss whether its services may be a suitable resource. The firm notes that its materials are for general information, not tax or legal advice