Insight Wealth Group

Insight Wealth Group is a wealth management firm serving clients in central Iowa. It combines financial planning, investment management and tax work for people with complicated finances. A linked accounting practice, Insight CPA, handles the tax side.

What Insight Wealth Group does

• Financial planning: a personalised process meant to give clients the information needed for major decisions.
• Portfolio management: investment strategies overseen by an in-house investment committee.
• Tax and accounting: provided through Insight CPA, which links tax strategy with the financial plan.
• Non-standard asset management: access to investments that are not on standard platforms, backed by an internal due diligence team.
• Market commentary: a weekly podcast discussing current markets.

Who it works with

The firm aims at high net-worth investors and people whose financial picture is complex and needs coordinating.

Key facts

• Based in: Central Iowa, United States
• Affiliated firm: Insight CPA, an integrated tax and accounting practice in the Des Moines area
• Content: The Weekly Insight podcast