WEALTH MANAGEMENT

Oliver Wendell Holmes said “A moment’s insight is sometimes worth a life’s experience.” Luckily, we have both.

At Insight Wealth Group we understand the significance of your financial world. It deserves a sophisticated approach. We assist you in creating a specific and individualized plan for financial success. Through our financial planning and portfolio management services, we focus on positioning our clients to withstand market volatility. Insight understands you are unique and our focus is finding a customized plan that works for your multi-dimensional financial world.

WEALTH MANAGEMENT

Oliver Wendell Holmes said “A moment’s insight is sometimes worth a life’s experience.” Luckily, we have both.

At Insight Wealth Group, we assist you in creating a specific and individualized plan for financial success. Through our portfolio management and financial planning services, we focus on positioning our clients to withstand market volatility. Insight understands that every client is different and our focus is finding a customized plan that works for you.

INSIGHT INVESTMENT COMMITTEE

Insight Wealth Group uses an Investment Committee approach to review all managed portfolio strategies on a real-time basis. We are committed to engaging a team of experienced financial professionals to provide regular and detailed review and analysis of our strategies, opportunities in the market and risks to avoid. The Committee always includes outside voices who are not beholden to the strategies being deployed by our clients and they are tasked with regularly challenging our assumptions so the best ideas are being put to work for our clients.

MANAGED PORTFOLIOS

The roster of our proprietary actively managed portfolio strategies changes over time based upon market conditions, but the core philosophy remains the same. They are designed with the goal of creating consistent return with lower volatility and downside risk than the broader market. As the core of our clients’ holdings, these strategies provide an excellent home base around which we can build the plan.

EXTERNAL EQUITY & FIXED INCOME MANAGERS

Insight has no pride of ownership. We’re happy to engage outside professionals who have a niche in equity and fixed income markets and engage them regularly to better serve clients.

NON-STANDARD ASSETS

The vast majority of our clients’ holdings are in liquid, marketable securities. But, in certain instances, there can be value in investing outside the public markets as well. Our Non-Standard Asset Program helps our clients engage these opportunities with the help of our in-house due diligence team. These opportunities, be they in real estate, private operating companies, venture capital, etc. may not be for everyone. But, for the right accredited investor, they can provide a differentiator which other investors can’t access.

FINANCIAL PLANNING

Planning your financial success doesn’t start and end with a good investment portfolio. What tools are you using for philanthropic giving? Is your tax plan aligning with your portfolio strategy? Do you know how your estate will affect your loved ones? All of these questions—and many more—will determine not just the quality of your bank account, but the quality of your life. Our team stands ready to help you create a detailed financial plan to address the issues that are important to you.

INSIGHT INVESTMENT COMMITTEE

Insight Wealth Group uses an Investment Committee approach to review all managed portfolio strategies on a real-time basis. We are committed to engaging a team of experienced financial professionals to provide regular and detailed review and analysis of our strategies, opportunities in the market and risks to avoid. The Committee always includes outside voices who are not beholden to the strategies being deployed by our clients and they are tasked with regularly challenging our assumptions so the best ideas are being put to work for our clients.

MANAGED PORTFOLIOS

The roster of our proprietary actively managed portfolio strategies changes over time based upon market conditions, but the core philosophy remains the same. They are designed with the goal of creating consistent return with lower volatility and downside risk than the broader market. As the core of our clients’ holdings, these strategies provide an excellent home base around which we can build the plan.

EXTERNAL EQUITY & FIXED INCOME MANAGERS

Insight has no pride of ownership. We’re happy to engage outside professionals who have a niche in equity and fixed income markets and engage them regularly to better serve clients.

NON-STANDARD ASSETS

The vast majority of our clients’ holdings are in liquid, marketable securities. But, in certain instances, there can be value in investing outside the public markets as well. Our Non-Standard Asset Program helps our clients engage these opportunities with the help of our in-house due diligence team. These opportunities, be they in real estate, private operating companies, venture capital, etc. may not be for everyone. But, for the right accredited investor, they can provide a differentiator which other investors can’t access.

FINANCIAL PLANNING

Planning your financial success doesn’t start and end with a good investment portfolio. What tools are you using for philanthropic giving? Is your tax plan aligning with your portfolio strategy? Do you know how your estate will affect your loved ones? All of these questions—and many more—will determine not just the quality of your bank account, but the quality of your life. Our team stands ready to help you create a detailed financial plan to address the issues that are important to you.

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

WEALTH MANAGEMENT TEAM

ANDREW KLEIS
Partner

ANDREW DORR
Partner

BEN MORROW
Independent Financial Advisor & Insurance Specialist

JOEY MILLER
Investment Committee Advisor

TODD DOORENBOS
Due Diligence Officer & Product Specialist

PHIL KOSMALA
Investment Committee Advisor

We want to meet you!

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today by scheduling a free 1 hour meeting.

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FINRA Broker Check

Securities offered through Arete Wealth Management. Member SIPC/FINRA/NFA. Management Services through Arete Wealth Advisors, a Registered Investment Advisor.

Tax and accounting services are offered through Insight Tax & Accounting, LLC. Insight Tax & Accounting, LLC is not affiliated with Arete Wealth Management or Arete Wealth Advisors.