Broker Check

Meet Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. As a life-long entrepreneur, Charles Massie understands the complexities of both personal and business worlds and the importance of having a financial plan that also includes tax planning. With both CPA and CFP® designations we can help our clients create a comprehensive financial plan. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After over 20 years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Charles Ables Massie, CFP®, CPA

Certified Financial Planner

239-333-2526

239-768-6074

cmassie@pbsrep.com

Charles (Chuck) holds a B.S. Degree in Pharmacy from the University of Oklahoma and studied Accounting at the University of South Florida (USF). In addition, to earning his CPA designation, Chuck also successfully passed the state exam...

Read more

Erica Massie

Office Manager & Licensed Life Insurance Agent

emassie@pbsrep.com

Erica Massie has been in financial services, including being a licensed Life Insurance Agent since 2000. While working as the Marketing Director for ColoEast Bankshares, Inc., she earned a General Banking Diploma from Center for...

Read more


Working With An Investment Committee With Over 200 Years Of Industry Experience

Independent Solutions Wealth Management is a third-party asset manager. The Independent Solutions Wealth Management Investment Committee, lead by Dan Neiman, Chief Investment Officer and Partner at ISWM. The committee consists of Chartered Financial Analysts as well as Advisors that have both institutional and retail experience. The investment committee enables the collaboration of individuals with a combined industry experience of 200+ years. Independent Solutions Wealth Management works tirelessly in developing models that allows you to grow, protect and diversify.

ISWM is committed to assisting you in building a more secure future. Independent Solutions Wealth Management believes it’s not only our responsibility to help you protect and make the most of your income and assets, but also to help you make the most of your life. 

Independent Solutions Wealth Management Investment Committee

Glenn Wiggle

Founder and Partner of Independent Solutions Wealth Management

Glenn Wiggle is a founder and partner of The Financial Guys, LLC in Williamsville, New York. Glenn has been involved with the securities industry managing client assets since 1996. He spent time at both Financial Network Investment...

Read more

Mike Lomas

Founder and Partner of Independent Solutions Wealth Management

Michael Lomas is a Co-owner/Co-founder of “The Financial Guys, LLC”, Division Manager with Peak Brokerage Services, LLC in Williamsville, New York, with branch offices in Rochester NY, Buffalo NY, Nunda NY, and Jupiter FL...

Read more

Dan Neiman, CIO

Chief Investment Officer

Dan Neiman, an investment advisor since 2000, is Chief Investment Officer and Partner of ISWM. Dan is also a Portfolio Manager of the Neiman Large Cap Value Fund and the Neiman Balanced Allocation Fund. Dan is oftern interviewed for...

Read more

Michael Zimmer, COO

Chief Operations Officer

Michael Zimmer, licensed since 2010 with a Master’s Degree in Finance, is currently the Chief Operator Officer at ISWM. Mike has been with ISWM almost since its inception and is instrumental in providing the majority of the...

Read more

John Thur, CFA

Chartered Financial Analyst

Mr. Thur has a business, Strategic Investment Management, where he manages investment portfolios and gives financial advice to a select group of high net worth individuals, in Western New York and throughout the United States. His...

Read more

Paul Meeks, CFA, CAIA

Chartered Financial Analyst, Chartered Alternative Investment Analyst & Portfolio Manager

Paul is a 30+-year equity analyst or portfolio manager. He is best known for investing in technology stocks. His primary investment responsibility since 1992 has been to cover that economic sector. For Merrill Lynch Investment Managers...

Read more

David Mariacher

Portfolio Manager

David Mariacher, licensed since 1994, focuses on individual equity portfolios. He’s been a frequent guest on The Financial Guys Radio Show, often times from a tree stand or Muskie Lake. David can be seen on Money Talks on WKBW TV...

Read more

Peter Nielsen, CFA

Chartered Financial Analyst

Joining Independent Solutions Wealth Management in 2021, Peter has worked in the finance industry for nearly 30 years with experience working for institutional investors ranging from pension and mutual funds, to designing custom...

Read more

Disclosure:

Investment Advisory Services are offered through Blackridge Asset Management, LLC ("BAM"); an SEC Registered Investment Advisory Firm. The above-mentioned Investment Committee Members are Investment Advisors with Independent Solutions Wealth Management, LLC ("ISWM"); an SEC Registered Investment Advisory Firm. BAM and ISWM are not affiliated. Your advisor may choose different investment strategies that may not be managed by the above-mentioned Investment Committee.


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.