Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning.
In November 2011, "Medical Economics," the leading business publication for medical professionals in the United States, named Bob as one of the Best Financial Advisers for Doctors in the nation. Insight Wealth Management, Inc. works with doctors and other medical professionals, as well as people in many other professions and retirees.
IWM is here to help you achieve your financial goals:
• Managing the investment portfolio you and your family have built
• Retirement planning for individuals and businesses
• Maintaining your standard of living in retirement
• Funding your children's education
• Coordinating your investment portfolio and wealth with your estate plan
• Advising your church's or other charitable organization's endowment
• Integrating all of your financial goals into a comprehensive plan
Please enjoy our web site, and email or call with any questions you might have.
We invite you to contact us to schedule a free, no-obligation initial consultation and portfolio review with Insight Wealth Management.
The "Wall Street Journal" cited CFA, CFP® and CPA recently as the "highly rigorous" and more difficult to earn professional credentials in the financial services industry in an article titled, "Is Your Advisor Pumping Up His Credentials?" IWM President, Bob Pugh has earned the CFA designation, the leading global credential for investment professionals, and the CFP® certification, the standard in financial planning. We can refer you to an outstanding CPA who works with other IWM clients for tax or accounting services, and highly-respected attorneys with whom to partner in serving your estate planning needs.
Insight Wealth Management will coordinate a team of professionals to ensure that your investment and wealth management, and financial planning needs are all addressed in an effective, integrated and consistent plan.
If the cacophony of hundreds of relatively meaningless financial designations is leaving you confused, if you want to avoid making the mistake of putting your trust in just another financial sales person, and if you want to ensure that you are dealing with an advisor who has met the most rigorous standards for professional credentials and ethical conduct, then please give Insight Wealth Management a call.
In addition, Bob is a member of the National Association of Personal Financial Advisors (NAPFA), and a NAPFA-Registered Financial Advisor, as well as a member of the Financial Planning Association and the National Association for Business Economics.
As an independent Registered Investment Advisor, Insight Wealth Management does not take custody of client assets or perform brokerage services. Our mission is to provide clients with the best independent advice and planning possible. We think this model is how the financial services industry should function always because it separates advice and planning from profiting on investment and financial recommendations made to clients.
Unfortunately for consumers, however, brokers and many advisors operate in whole or in part on a commission-based model of financial advising, which allows them to increase their compensation at the expense of clients' best interests by recommending investment choices that generate the most profit for the advisor. IWM is compensated solely on the basis of client fees that are linked in no way to the investment recommendations we provide.
IWM is a member of the Schwab Institutional network of select independent advisors. Schwab Institutional is a part of the Charles Schwab organization providing account custody and brokerage services, as well as a tremendous range of other resources, to independent advisors and their clients. With IWM and Schwab Institutional, clients receive the best of independent, locally-based investment management and financial planning, and the services of a highly-respected, low-cost brokerage firm.
IWM receives no compensation from Charles Schwab for using their services for client accounts. IWM provides independent, unbiased advice with no pressure or incentives from Schwab or anyone else to recommend investments, other than the lowest cost choices that are in our clients' best interests. IWM will use Schwab Institutional's services for all clients unless they direct otherwise. Clients using Schwab Institutional as their broker and asset custodian will also have access to the exclusive services of the Schwab Signature Alliance.
Insight Wealth Management is conveniently located in Gainesville, Virginia at Heritage Hunt, just a short drive from Manassas, The Plains, Haymarket, Marshall, Warrenton, Leesburg, Culpeper and many other locations in Prince William, Fauquier, Culpeper and Loudoun Counties.
Important Note: All of the information in this web site is presented for general, educational purposes. Nothing contained in this web site, or links provided here, should be considered investment advice or a solicitation for any individual or organization. Links to external web sites are for information purposes and do not constitute an endorsement or approval by IWM of any third-party, or information provided on any external web site.
Providing sound investment and financial planning advice requires a detailed and thorough review of each individual’s or organization's situation, needs, goals and risk tolerance. Download IWM's Form ADV, Part 2 (disclosure brochure) by clicking here.