Independence - Experience - Personal Service

7250 Heritage Village Plaza
Suite 101
Gainesville, Virginia 20155
(703) 753-6082

©2013, Insight Wealth Management

Our Core Values

Independence

Insight Wealth Management (IWM) is an independent, fee-only investment manager.  We receive no compensation from any other organization or person in managing clients' portfolios.  This standing allows us to recommend objective investment choices to our clients free from pressure to push any firm's products, such as mutual funds, annuities or other securities.  We do not use “soft dollars” or base investment decisions on sell-side brokerage research.  We are compensated only by fees (not commissions) paid by our clients.  In this way, we can act with integrity and on behalf of our clients with no conflicts of interest.

IWM is part of the Schwab Institutional™ network of advisors.  This relationship allows IWM to offer clients Schwab's outstanding brokerage and custodial services, and other exclusive services Schwab provides only to investors working with the independent advisors in that network.  IWM receives no compensation in the form of hard or soft dollars from Schwab.  Schwab has no "strategic partners," preferred fund families, or any other practices that interfere with advisors' ability to offer completely unbiased and objective advice that serves clients' best interests.  However, IWM will use other custodians or brokerages if a client prefers another firm.

Experience

Insight Wealth Management's investment professionals have decades of experience in investment and portfolio management, financial analysis and education.  Our professionals are chosen on the basis of their experience, knowledge and desire to help our clients achieve their investment goals.

Personal Service

At Insight Wealth Management, Inc., our clients are people; our friends, rather than an account number.  Moreover, IWM is a local firm based here in the Washington, DC metro area.  From our initial meeting through years of a personal relationship, you will work directly with our investment professionals who know you and your needs.  You are not shuffled from one transitory staffer, broker or sales rep to another, and you will have direct access to our professionals.