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Investor Solutions is an independent fee only registered investment advisor based in Miami, Florida serving individuals, families, trusts, not for profits and corporate pension plans. Financial Advice & Wealth Management for Over 20 Years.

who we serve
Individuals & Families Individuals & Families
Corporate Retirement Plan Sponsors Corporate Retirement Plan Sponsors
Nonprofit Organizations Nonprofit Organizations
what we do
Discovering Your Needs Discovering Your Needs
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Year-End Tax Tips

By: Investor Solutions

This just in: Congress is poised to make the tax break for IRA charitable donations permanent. The Bill cleared the House, is expected to pass the Senate and be signed by the President. Now you can be assured that donations made directly from your IRA will not be included in your taxable income ...

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our blog

A Tale of Two Graphs

February 11 - 2016

*As seen on Forbes Looking at year to date performance of the S&P 500*, the heart sinks, all is doom and gloom, and heavy duty regret follows.  

Announcing Investor Tax Services

December 18 - 2015

I’m proud to announce a new service of Investor Solutions. Just in time for 2016 Tax Season, Investor Tax Services, LLC  will be providing tax preparation and tax planning services.  Now you can combine sophisticated tax planning with tax preparation. Louis Fel...

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