Independent Wealth Solutions

Independent Wealth Solutions is a wealth management firm in Encinitas, CA, located at 763 2nd St STE 200. Founded in 1988, it is a multigenerational, family-owned financial services company that operates as a fiduciary for clients primarily in North County San Diego, including Cardiff. The team consists of President Maxwell Wittenberg, Consultant Steve Wittenberg, and Account Specialist Ricky Cimicata.

The firm serves high-net-worth individuals, small business owners, and families, currently trusted by more than 300 individuals with their assets. Services are customized to meet specific needs, focusing on retirement plans, 401k, 403b, and financial growth. They offer investment options not available to retail investors and provide a full set of retirement and investment options. The company helps clients identify and overcome obstacles to financial freedom by customizing programs that define risk tolerance and liquidity needs. They create measurable results and work collaboratively throughout the entire process.

Services include a complimentary comprehensive analysis of your 401(K) and assistance with organizing and digitizing trust documents, which are securely stored on a USB drive. The firm operates with business hours from 9:00 AM to 5:00 PM, Monday through Friday. Contact information includes the email [email protected] and phone number (760) 942-1880. Their strategic process is based on decades of experience, ensuring personalized attention and a living, breathing plan that adapts as clients' dreams and goals change.

Independent Wealth Solutions holds a 5.00 rating based on customer reviews. The firm focuses on building mutually beneficial relationships by ensuring a strong financial fit for every client they serve. The team provides personalized wealth management and retirement planning for residents and business owners in Encinitas and the surrounding San Diego County areas.

Located on 2nd Street, the firm sits about a tenth of a mile from South Coast Highway and the S.S. Encinitas attraction.

BizScoreAI gives Independent Wealth Solutions a Technical score of 87 out of 100, which ensures the website is secure and readable by search engines. The firm also achieves a Discoverability score of 75 out of 100, allowing AI crawlers to find every page and enabling AI assistants to recommend the business.