Financial Insights

Financial Insights, Inc. is an SEC-registered investment advisor based in Tacoma, Washington, established in 1984 by Dorothy A. Lewis. The firm, also known as Financial Insights Wealth Management, offers financial planning and retirement planning services, including assistance with business exit planning, charitable gifting, estate planning, and tax analysis. Wealth Management Services are tailored to individual client needs, with discretionary or non-discretionary account management based on risk tolerance. Financial Insights may engage Independent Managers to manage client portfolios, ensuring alignment with investment objectives. The firm introduced a Bridge Program for Retired Financial Professionals, providing guidance on investment oversight, tax planning, estate planning, and a seamless transition to full wealth management. Clients have the option to participate in a wrap fee program. Financial Insights acts as a fiduciary under ERISA rules, prioritizing clients' best interests. The firm manages over $662 million in assets as of December 31, 2024. Fees for financial planning services are hourly-based, while Wealth Management Services are charged as a percentage of assets under management. Clients must maintain a minimum account balance of $500,000 for Wealth Management Services. Financial Insights does not charge performance-based fees, and clients have the option to direct securities transactions within their accounts. The firm does not vote proxies on behalf of clients and does not have any adverse financial circumstances to report.