Steven Wittenberg is the sole advisor at Independent Wealth Solutions with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Wittenberg Financial and Insurance Services, Inc. since 2015. Previously, he was involved with The Inspired Youth from 2011 to 2017. Independent Wealth Solutions provides advisory services to individuals, corporations, and tax-qualified 401(k) plans primarily through selecting and referring third-party investment advisers and acting as a solicitor. The firm also offers pension consulting and 401(k) plan services using the Betterment at Work platform and is affiliated with an insurance entity that sells fixed annuities.

Maxwell Wittenberg is a financial advisor at Independent Wealth Solutions with six years of industry experience. He holds a Series 65 designation and has worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company since 2019. Outside of advisory work, he has prior experience as a property manager for Wittenberg Rentals. Independent Wealth Solutions provides advisory services to individuals, corporations, and tax-qualified 401(k) plans primarily by selecting and referring third-party investment advisers and acting as a solicitor. The firm is affiliated with an insurance entity and offers pension consulting and 401(k) plan services using the Betterment at Work platform.