Investment Insight Wealth Management

Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. Located in Massapequa, New York. As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience.

We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts that exist when your advisor is working the financial firm instead of you.

Our client’s assets are invested through one of the nation’s largest discount brokers, where we invest in mutual funds with no sales charges. Our clients pay very low rates to the discount broker for stock and bond trades. Lower fees mean higher returns for our clients’ portfolios.

We provide a variety of services under the scope of investment management and financial planning, including portfolio analysis and management, developing a financial plan, retirement planning, investment tax strategies, estate tax planning, educational planning, and funding.