A complete list of active advisors currently associated with Insight Wealth Partners

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

Insight Wealth Partners provides asset management, comprehensive financial planning, pension consulting and referrals to third‑party money managers for individuals, families, trusts, corporations and retirement plan sponsors. The firm states it manages approximately $1,124,216,166 in discretionary assets (as of 12/31/2025) and uses a multi‑advisor team to deliver ongoing portfolio management and planning services. The firm’s investment approach combines strategic and tactical asset allocation framed by Modern Portfolio Theory with both fundamental and technical analysis, continuous supervision and periodic rebalancing. It also offers a Synthetic Equity Portfolio strategy that pairs a heavily weighted fixed‑income allocation with advanced options strategies (puts, calls, leaps and covered calls) designed to seek upside participation while aiming to reduce downside exposure. Compared with many multi‑team peers, Insight discloses the use of paid testimonials and formal solicitation/referral arrangements — including ongoing compensation from third‑party money managers and a promoter agreement with Absolute Capital — and documents those arrangements in writing. The brochure also discloses that some representatives are licensed insurance agents who may recommend commissionable insurance and annuity products and occasionally receive vendor travel reimbursements, with those practices described in the firm’s disclosures.

To learn more about the advisors currently working at Insight Wealth Partners, 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.