Financial Insights Wealth Management

Financial Insights, Inc. provides advisory services to individuals (including high‑net‑worth clients), employee benefit plans, trusts, estates, charitable organizations and businesses, offering wealth management, comprehensive financial and retirement planning, pension consulting, and donor‑advised fund advisory services. The firm also provides ancillary services such as tax preparation and estate‑planning coordination, and operates a branded Bridge Program aimed at retired financial professionals and their families.

The firm’s process begins with in‑depth client interviews and written planning deliverables to establish goals and risk tolerance, then applies asset‑allocation and fundamental analysis to construct portfolios using individual equities, bonds, mutual funds and ETFs; Financial Insights may also recommend or oversee third‑party Independent Managers and can implement socially responsible investment approaches on request. Educational seminars and workshops are offered on a complimentary, general basis, and client accounts receive ongoing monitoring, periodic reviews, and performance reporting.

Several features the brochure highlights as distinctive: the firm publicly states compliance with the CFA Institute’s and the CFP Board’s Codes of Ethics (noting those claims have not been independently verified), it provides donor‑advised fund services through platforms including Charityvest, Raymond James Charitable and Schwab Charitable, and it runs a structured Bridge Program that begins with non‑discretionary oversight before transitioning to full discretionary management. The brochure also discloses that Financial Insights offers tax preparation services (with fees waived for clients above a stated asset threshold) and identifies that arrangement as a potential conflict of interest; the firm further notes it does not participate in wrap fee programs.