A Family-Owned Firm on Long Island Dedicated to Your Financial Future

Meet the family behind Investment Insight Wealth Management, an independent, fee-based wealth management firm founded and led by an advisor with more than 30 years of experience.

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Who We Are & Who We Serve

Investment Insight Wealth Management, based in Massapequa, serves clients locally across Long Island and virtually nationwide. Founded in 2004 by advisor Robert J. Sullivan, we provide comprehensive investment management and ongoing financial planning for business owners, retirees, physicians, executives, and high-income families.

Our Story

Robert J. Sullivan founded Investment Insight Wealth Management in July 2004, after 16 years at a national financial services firm. Those years taught him the business and shaped a conviction about how advice should be given: directly and honestly, without the layers that may come with a larger institution. He wanted clients to speak directly with the person managing their money, instead of being routed through a call center or a rotating cast of advisors.

The firm’s name reflects that conviction. Robert’s aim has always been to bring clarity and insight to financial decisions that can otherwise feel complicated, whether that means sorting out a retirement income plan or coordinating a business owner’s exit.

Investment Insight Wealth Management operates as an independent, fee-based SEC Registered Investment Advisor, and its advisors serve as fiduciaries to clients. We will clearly explain your fee arrangement before you engage. Full fee details are available on our Investment Management page. If you'd prefer to start with a plan alone, we also offer financial planning as a standalone engagement; details are on our Financial Planning page.

In 2016, Robert's son, Christopher R. Sullivan, joined the firm and now handles client service out of the Massapequa office. Clients work with the same familiar people year after year, and the way the team stays in touch reflects that: quarterly reviews and regular check-in calls, so you hear from the firm on a schedule and not only when something has changed.

Two decades in, the firm still runs the way it started, family-driven and centered on the relationships Robert and Chris maintain with the people they serve.

How We Invest

Robert manages portfolios on a discretionary basis, which means he makes the day-to-day investment decisions on your behalf within the plan you've agreed on. He treats investing as a long-term commitment, looking for well-run, financially sound businesses and holding them with patience through the ordinary ups and downs of the market.

Portfolios reflect each client's goals and risk comfort. The move from saving to spending changes what a portfolio needs to do, since building wealth and drawing retirement income require different balances of growth and stability. Robert adjusts that mix as a client moves through the transition, adding fixed income gradually as those needs shift.

He reviews portfolios regularly and adjusts as a client's goals, timeline, or risk tolerance change. The person who explains a decision to you is the person who made it, so when something in the portfolio changes, you can ask him why and get a direct answer.

Meet the Team

Robert J. Sullivan, ChFC®, NSSA®

Founder & Chief Investment Officer

With more than 30 years in financial services, Robert holds the Chartered Financial Consultant® and National Social Security Advisor certifications and has shaped the firm’s approach around honest, personalized guidance. Outside the office, he can usually be found cycling, backpacking, or tending to his bees near his home in Farmingdale.

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Christopher R. Sullivan

Client Service Coordinator

Christopher R. Sullivan joined the firm in 2016 and works closely with clients on communication and day-to-day service. He is the person most clients reach first, and he keeps things moving between meetings. Outside the office, Chris is usually on a golf course, in the pool, or spending time with the firm's mascot, Jazz.

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Vincent D’Eletto, RLP®, WMS™

Wealth Advisor & Operating Manager

A former business owner himself, Vin works primarily with Gen X and Millennial entrepreneurs preparing for or navigating a business exit, helping them build a plan for life after the company. He holds the Registered Life Planner® and Wealth Management Specialist™ designations and is currently pursuing his ChFC® certification.

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