Insight Wealth Management, Inc. (IWM) is here to help you achieve your financial goals:
• Managing the investment portfolio you and your family have built
• Retirement planning for individuals and businesses
• Maintaining your standard of living in retirement
• Funding your children’s education
• Coordinating your investment portfolio and wealth with your estate plan
• Advising your church’s or other charitable organization’s endowment or foundation
• Integrating all of your financial goals into a comprehensive plan
IWM is a fee-only, fiduciary advisor. We focus on investment management and comprehensive financial planning rather than commission sales and marketing. This consumer-friendly practice eliminates the inherent conflict of interest that is present when an advisor receives compensation based on the investment choices recommended. IWM maintains its independence to be able to make the best, most appropriate recommendations for all clients without pressure to push in-house or preferred mutual funds, annuities, securities, or other financial products. Our compensation comes solely from serving the best interests of our clients.
We embrace a team approach to fulfilling our clients’ needs and do not claim to be experts in everything. IWM will put together a team of outstanding CPAs, attorneys, insurance professionals and others, as needed, to ensure that our clients have the best professionals in all fields at their disposal.
Moreover, we do not impose additional fees on clients by using outside investment advisors. Investment management is done in-house and implemented using low-cost exchange-traded funds, and individual bonds and stock shares, which have no recurring annual fees.
Please enjoy our web site, and email or call with any questions you might have.
We invite you to contact us to schedule a free, no-obligation initial consultation and portfolio review with Insight Wealth Management, Inc.