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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
Investor Tax Services Investor tax services
Portfolio Design Portfolio Design
Investment Strategy Investment Strategy
Portfolio Maintenance Portfolio Maintenance
our articles

Tax Magic For Professionals And Small Business Owners

By: Frank Armstrong

It’s fourth quarter, which means it’s time to be thinking about what next year’s tax bill might look like. With itemized deductions for state and local  taxes and mortgage interest deductions pared, professionals and small business owners may be wondering if there are other legit ways to reduce the pain. Perhaps up to a a...

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Tax Magic For Seniors: The QCD

By: Frank Armstrong

Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So, their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though the primary objective was to benefit the charity. Most of us have a ...

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our blog

Investor Solutions Proudly Supports Best Buddies

October 29 - 2018

Last night, Frank and his wife, Gabriele, hosted 36 Best Buddies for a sunset cruise around Biscayne Bay and the Port of Miami. Please consider supporting or volunteering to assist this great organization aiding our most challenged young people. Investor Solutions is a proud supporter of Be...

Investor Solutions Supports Marshall Islands Red Cross

July 11 - 2018

Investor Solutions has had a long relationship with the people and institutions of the Marshall Islands, a sovereign nation in the middle of the Pacific. So we jumped on a chance to give back by sponsoring a much needed event for their new Red Cross organization. Our sponsorship covers First Aid Training for 100 Marshallese youth and provi...

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