Newton, MA Office
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Insight Financial Strategists
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About
Insight Financial Strategists is a small, state-registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates and business entities. The firm provides discretionary and non‑discretionary asset management, written financial planning (full and modular), one‑time and as‑needed consulting, and coordinates tax preparation and planning through unaffiliated third‑party tax firms.
The firm’s investment process emphasizes fundamental analysis and a mix of ETFs, mutual funds, individual securities, fixed income and, where appropriate, digital assets, with a focus on long‑ and short‑term holdings rather than market timing; managed accounts are monitored regularly and reviewed at least quarterly. Insight tailors services to individual client needs, permitting investment restrictions, offering periodic client contact and annual reviews of financial situation and objectives, and providing fee billing via custodial deduction when authorized.
Compared with many peers, Insight Financial Strategists operates with a compact team of three advisors managing roughly $27.8 million for 23 clients, and it supplements advisory work with occasional educational newsletters and client seminars provided without fee. The advisory team includes advisors holding CFP®, CFA and CDFA credentials and explicitly outlines coordination with outside tax professionals and participation in client–tax‑firm meetings, reflecting a multidisciplinary service model that is less common among firms of similar size.
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Expertise
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Location
29 Crafts Street, Suite 420
Newton MA 02458
Advisors at this office
2
Advisors at this office
Chris C
CFP®, CDFA®
Newton, MA
Insight Financial Strategists
Chris Chen is a fiduciary wealth strategist who helps people navigate major financial transitions such as retirement, divorce, and expatriation. He combines practical strategy with calm, steady guidance to help clients make sound financial decisions during times of change. Chris believes a strong life and financial plan makes every other decision simpler. He collaborates with clients and their legal and tax advisers to create cost-effective, tax-aware strategies that protect and grow wealth over time. Before his career as a financial planner, Chris spent years in international business management across the U.S., Europe, and the Asia-Pacific region. He earned a bachelor’s degree in economics, an MBA in finance, and completed Boston University’s Financial Planning Program. Chris is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™, and Registered Life Planner®. He is also a trained mediator and financial neutral. Chris earned the Baccalauréeat in France. He speaks French fluently. Chris is a member of the National Association of Personal Financial Planners and the Massachusetts Council on Family Mediation. He serves on the board of the Massachusetts Council on Family Mediation and chairs its Investment Committee. Chris’s insights have appeared in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, MarketWatch, Business Insider, Investment News, and Bloomberg. Chris earned the Baccalaureat in France, and he speaks French fluently.
James W
Series 65
Newton, MA
Insight Financial Strategists
James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.
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