Insight Wealth Management Inc

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General Info

About Insight Wealth Management, Inc Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. Bob Pugh, CFA, CFP , the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. He has earned graduate degrees in financial economics and global political economy. Please enjoy our web site, and email or call with any questions you might have. The "Wall Street Journal" cited CFA, CFP and CPA recently as the "highly rigorous" and more difficult to earn professional credentials in the financial services industry in an article titled, "Is Your Advisor Pumping Up His Credentials?" IWM President, Bob Pugh has earned the CFA designation, the leading global credential for investment professionals, and the CFP certification, the standard in financial planning. We can refer you to an outstanding CPA who works with other IWM clients for tax or accounting services, and highly-respected attorneys with whom to partner in serving your estate planning needs. Insight Wealth Management will coordinate a team of professionals to ensure that your investment and wealth management, and financial planning needs are all addressed in an effective, integrated and consistent plan. If the cacophony of hundreds of relatively meaningless financial designations is leaving you confused, if you want to avoid making the mistake of putting your trust in just another financial sales person, and if you want to ensure that you are dealing with an advisor who has met the most rigorous standards for professional credentials and ethical conduct, then please give Insight Wealth Management a call. Nationally Recognized Expert in Investing and Financial Planning Listen to the weekly, national talk radio show, "The Insightful Investor" on the VoiceAmerica Business Channel, hosted by Insight Wealth Management President, Bob Pugh, CFA, CFP . VoiceAmerica is the world leader in Internet talk radio. The show discusses a wide range of topics in investing, financial planning, economics and politics. At your convenience, listen to recorded past shows online, or download free MP3 and iTunes files. For more information, click on "The Insightful Investor" here or the button on our web site menu above. As an independent Registered Investment Advisor, Insight Wealth Management does not take custody of client assets or perform brokerage services. Our mission is to provide clients with the best independent advice and planning possible. We think this model is how the financial services industry should function always because it separates advice and planning from profiting on investment and financial recommendations made to clients. Unfortunately for consumers, however, brokers and many advisors operate in whole or in part on a commission-based model of financial advising, which allows them to increase their compensation at the expense of clients' best interests by recommending investment choices that generate the most profit for the advisor. IWM is compensated solely on the basis of client fees that are linked in no way to the investment recommendations we provide. IWM is a member of the Schwab Institutional network of select independent advisors. Schwab Institutional is a part of the Charles Schwab organization providing account custody and brokerage services, as well as a tremendous range of other resources, to independent advisors and their clients. With IWM and Schwab Institutional, clients receive the best of independent, locally-based investment management and financial planning, and the services of a highly-respected, low-cost brokerage firm. IWM receives no compensation from Charles Schwab for using their services for client accounts. IWM provides independent, unbiased advice with no pressure or incentives from Schwab or anyone else to recommend investments, other than the lowest cost choices

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (703) 753-1801

Phone: (703) 753-7218

Payment method

all major credit cards

Neighborhoods

Heritage Hunt, Heritage Hunt Commercial Office Condominiums

AKA

Austin, Brad

Austin Realty Management LLC

Austin Realty Management

Other Link

http://www.insightwealth.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Real Estate Buyer Brokers, Real Estate Management

Reviews

Details

Phone: (703) 753-6082

Address: 7350 Heritage Village Plz Unit 201, Gainesville, VA 20155

Website: http://www.insightwealth.com