Insight Wealth Partners

Insight Wealth Partners, LLC is an independent, fee-only investment advisory firm established in 2010, specializing in asset management, financial planning, and pension consulting. The firm manages over $1 billion in assets on a discretionary basis and offers personalized financial planning services covering various areas such as investment, retirement, estate, tax, and insurance planning. Clients can expect tailored investment strategies, including Traditional Portfolio Management and Synthetic Equity Portfolio Management, with fees based on a percentage of assets under management. The firm may recommend insurance and annuity products if suitable for the client's circumstances, with associated commissions. Insight Wealth Partners, LLC acts as a fiduciary, putting clients' interests first, and does not charge performance fees. Clients have investment discretion for Portfolio Management services, and the firm does not accept proxy authority to vote client securities. The firm provides transparency on compensation, custody practices, and potential conflicts of interest, ensuring clients receive comprehensive financial services aligned with their goals. For more information, visit www.insightwp.com.