A complete list of active advisors currently associated with Insight Strategic Wealth LLC

Warmer can help you find a great advisor at Insight Strategic Wealth LLC or one who fits your needs even better.

Insight Strategic Wealth LLC is a registered investment adviser that serves individuals (including high-net-worth clients), trusts, qualified retirement plans, and businesses, providing investment management, financial planning, and employee benefit/retirement plan services. The firm manages roughly $400 million in discretionary assets and operates with a team of seven advisors. The firm follows a long-term, buy-and-hold approach grounded in Modern Portfolio Theory and emphasizes diversified, passive asset-class exposure primarily through mutual funds and ETFs (notably using Dimensional Fund Advisors and Vanguard). It prepares written investment policy statements, uses portfolio allocation software and Monte Carlo analysis to inform asset allocation, and typically manages client accounts on a discretionary basis with quarterly reviews. What is distinctive about the firm is its operational reliance on external partners: it contracts with Focus Partners Advisor Solutions (FPAS) both for back-office trade processing and as a sub-adviser for fixed-income portfolios, and it participates in institutional custody programs at Schwab and Fidelity while also using DFA-provided software and research. The firm also does not accept proxy-voting authority for client securities, leaving voting responsibilities to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Insight Strategic Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.