Investment Insight Wealth Management, LLC
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About
Investment Insight Wealth Management is a small, owner-controlled registered investment adviser that serves individual and high‑net‑worth clients as well as employer retirement plans. The firm provides discretionary investment management, comprehensive financial planning, and retirement plan consulting including 3(21) and 3(38) ERISA services and 401(k) plan reviews.
Portfolios are tailored to client goals and may include individual stocks, bonds, mutual funds, ETFs and other public and private securities; accounts are reviewed at least quarterly and rebalanced as needed. The firm combines ongoing asset management with financial planning and offers participant education and plan monitoring for plan sponsors.
Compared with many peers, the firm routinely uses derivatives-related strategies — including options, short sales and margin transactions — within client accounts, a practice less common among supported firms. It also operates as a small, owner‑held advisory practice that integrates plan‑level fiduciary services with individual wealth management, which distinguishes its service mix from larger multi-advisor firms.
Client services
Expertise
Occupation focus
Fee options
Flat fees from $1000 to $3000 for Retirement Plan Consulting; flat fee for 401(k) account reviews $299; negotiated flat fee for Comprehensive Financial Planning if minimum income-based fee is less than $3,750.
$0 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Up to $350/hour for Comprehensive Financial Planning and Retirement Plan Consulting services.
Account minimum: $500,000 Minimum fee: Annual minimum fee of $6,250 for Investment Management service; minimum fee of $100 annually for administrative costs; minimum fee of $3,750 for Comprehensive Financial Planning service (negotiable) Fee-only: Comprehensive Financial Planning service fees: flat fee based on 1.5% of annual household income or hourly fee up to $350; hourly fee up to $350 for Retirement Plan Consulting; flat fees from $1000 to $3000 for Retirement Plan Consulting.
Main office
See officeMassapequa NY
Advisors at this office
1
Most active in
Florida · New York · Texas
Also doing business as
401 K Advisor Group · Investment Insight Wealth Management, LLC · John James Asset Management, LLC · Sullivan, Robert J.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
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