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Vincent D

Series 65

Brightwaters, NY

Investment Insight Wealth Management, LLC

Vincent D'eletto is a financial advisor at Investment Insight Wealth Management, LLC, holding a Series 65 credential with two years of industry experience. He has previously worked at Investment Insight Wealth Management from 2008 to 2017 and owns Clarion Inbound Marketing, LLC, a marketing consulting business based in Brightwaters, NY. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, including fiduciary services and plan reviews, with portfolios customized to client goals and incorporating strategies such as options and margin transactions.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Executive
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Robert S

ChFC®

Massapequa, NY

Investment Insight Wealth Management, LLC

Robert Sullivan is a ChFC® credentialed advisor with 12 years at Investment Insight Wealth Management and 2 years of industry experience. He is based in Massapequa, NY, and has worked exclusively with his current firm since 2014. Investment Insight Wealth Management is a small, owner-controlled registered investment adviser serving individual and high-net-worth clients, as well as employer retirement plans. The firm offers discretionary investment management, comprehensive financial planning, and ERISA retirement plan consulting, frequently incorporating derivatives-related strategies in its portfolio management.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Executive
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