Investment Insight Wealth Management, LLC

Overview

Investment Insight Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management. The firm operates on a fee model that includes a percentage of assets under management, hourly fees and fixed fees, and it manages client relationships on a discretionary basis. Its investment posture is equity‑tilted: exchange‑traded equities are the primary allocation across client portfolios, supplemented by conventional pooled vehicles such as mutual funds and targeted allocations to real estate as an alternative. Advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an ESG specialist and is relatively compact in scope rather than a multi‑state or institutional pension consultant.

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Location & Offices