A complete list of active advisors currently associated with Investment Insight Wealth Management, LLC

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

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.

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

You can also browse Investment Insight Wealth Management, LLC's office locations.

Name	Location	Years of experience
Vincent D'eletto	Brightwaters, NY	2
Robert Sullivan	Massapequa, NY	2

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support