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Personalized Guidance for Your Financial Journey

Business Owners, Professionals, and High Net Worth Individuals leverage our experience and technology to plan and manage their investments for the future.

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163

Active Households
as of 12/1/24

$126m

Assets Under Management
as of 12/1/24

Years in Business

Supported by

What We Do

Our independent wealth management firm offers a comprehensive range of tailored services to help you achieve your unique financial goals.

Over the past 20 years, we've refined an approach that begins with the development of a personalized, goal-based financial plan to address your family's needs, wants, and wishes.

We then implement your custom strategy using a data-driven investment management approach, leveraging technology and our extensive expertise. This enables us to make strategic investment decisions that maximize your chances of success.

Clients are left with a sense of clarity and confidence, enjoying the peace of mind they are on the right path to financial independence and a secure future.

Financial Planning

Comprehensive financial plans are crafted to help you navigate each aspect of your financial life. From asset allocation to retirement income strategies, our planning solutions prepare you for the future.

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Investment Management

Secure and grow your wealth with strategic investment management. Our expert investment advisors use real-world data to create personalized investment strategies that are aligned with your goals and risk tolerance.

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Who We Serve

We believe that successful Client-Advisor relationships stem from aligning similar personalities and philosophies.

At Investment Insight, our approach is well-suited to business owners, professionals, and high net worth individuals. We understand the unique challenges and aspirations of these clients, and our comprehensive services offer the necessary flexibility to address their specific needs.

Whether you need help planning for retirement, growing your investment portfolio, or identifying tax-efficient strategies, our team of financial advisors is committed to understanding your situation and guiding you towards your goals.

Our Clients

Business owners

High net worth

Executives

Doctors

Retirees

Robert J. Sullivan

Managing Member, Chief Investment Officer

Why Investment Insight

Chief Investment Officer Robert J. Sullivan (ChFC, NSSA) founded Investment Insight Wealth Management with a simple goal; helping you feel supported and motivated throughout your journey to financial freedom.

For the past 20 years, Robert has built Investment Insight into a private wealth management advisory grounded in expertise and dedicated to providing suitable guidance to every client we serve. Our holistic approach balances sound advice with technology to provide confidence and the freedom to pursue your passions without financial stress.

As a SEC Registered Investment Advisor, we proudly serve clients nationwide, with a special focus on those in the Massapequa and Farmingdale areas of Long Island, New York.

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Frequently Asked Questions for Wealth Management Practices

Here are some common questions and concerns related to our service.

What do wealth management companies do?

Wealth management companies provide financial planning and investment management services, helping clients grow, preserve, and manage their wealth through various strategies and products.

What are typical wealth management fees?

Typical wealth management fees range from 0.5% to 2% of assets under management annually, though this can vary depending on the firm and the services offered.

How much money do you need to use a wealth management firm?

Most wealth management firms require clients to have at least $250,000 to $1 million in investable assets, but some may cater to individuals with less.

Is it worth paying for wealth management?

Wealth management can be worth it for individuals seeking personalized financial guidance, especially those with complex financial needs or significant assets.

What is the difference between a financial planner and a wealth manager?

A financial planner typically helps clients with budgeting, saving, and basic financial planning, while a wealth manager offers comprehensive services, including investment management and estate planning, for high-net-worth clients.

How do I choose the right wealth management firm?

When choosing a wealth management firm, consider factors like the firm’s expertise, fee structure, services offered, and client reviews to find a fit that meets your financial goals.

What qualifications should financial advisors have?

Financial advisors should have relevant certifications, such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst), and ideally, a strong background in finance or wealth management.

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