36 West Drive,
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.
What distinguishes our firm from others is that we have a fiduciary responsibility to provide investment and financial advice that is in our client’s best interest. Competitors, working for brokerages, banks, and insurance companies, just need to provide their clients with suitable investments, whether it is in their best interest or not. The major difference is that we work for our clients in this fiduciary capacity, never subject to the conflicts of interest of selling company products to our clients.
We also serve as pension plan fiduciaries. We provide services to plan trustees including; 401(k), 403(b) or 457 plan fee disclosure analysis. A formal plan review process complete with employee disclosure and waiver notices, as well as, continuing education and enrollment meetings for your company’s 401(k), 457 or 403(b) retirement plan participants.