Financial & Investment Services
Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. We are located in Massapequa. We are independent, custody client assets at a very large discount brokerage firm and follow the fiduciary standard of care for our clients.
We specialize in wealth accumulation and preservation for individuals, providing portfolio management and financial planning services, as well as analyzing, constructing and maintaining 401k and other retirement plans for businesses and their owners.