Investment Insight Wealth Management
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Overview
2 - 9
Employees
2004
Year Founded
ABOUT INVESTMENT INSIGHT WEALTH MANAGEMENT
Personalized Guidance for Your Financial Journey
Investment Insight Wealth Management offers financial planning and investment management services tailored for business owners, executives, healthcare professionals, retirees, and high net worth clients.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2004
Year Founded
Services
Focus
Industries
Clients
Services Provided
60% Financial Planning
40% Wealth Management
About the Team
OUR STORY
Investment Insight Wealth Management, established in 2004 by seasoned advisor Robert J. Sullivan, is an independent, family-owned firm dedicated to aiding individuals and families in reaching their financial goals. With a foundation rooted in integrity and personalized service, the firm offers investment management and financial planning centered on clients' unique aspirations. Emphasizing long-term strategies, they invest in high-quality businesses and balance portfolios to manage risk thoughtfully. Recognized for serving diverse clients including business owners and retirees, they blend innovation with proven principles to safeguard and grow wealth. Today, Robert, alongside his son Chris, continues to uphold the firm's commitment to transparent, client-focused guidance, fostering trust and financial success.
