Brightwaters, NY Office
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Investment Insight Wealth Management, LLC
Supported
Firm-wide stats for Investment Insight Wealth Management, LLC
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.
Expertise
Occupation focus
Location
Brightwaters NY
Advisors at this office
1
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