Investment Insight Wealth Management is an independent, family-owned wealth management firm dedicated to helping individuals and families achieve their financial goals.
Mission
We help clients achieve their financial goals through investment management and financial planning services. Our focus is on understanding your unique objectives and delivering clear strategies that align with your aspirations.
With a foundation built on integrity, honesty, and a commitment to personalized service, we provide the ongoing guidance you value. Using wealth management technology, we offer well-considered advice that supports your success.
Vision
We envision a future where we are the trusted partner for those seeking to achieve their financial dreams.
Our goal is to be recognized as a leader in wealth management, serving business owners, retirees, doctors, executives, and high-net-worth individuals. By understanding and adapting to our clients’ evolving needs, we aim to drive long-term success through integrity, innovation, and financial expertise.
Investment Philosophy
Our investment philosophy is guided by key principles that ensure we manage wealth with care:
- Focus on High-Quality Businesses: We invest in excellent, growing businesses for the long term. Viewing investments as ownership, we prioritize a patient, strategic approach.
- Value Creation Through Innovation: We seek businesses with strong leadership and a focus on innovation. Over time, these well-managed companies tend to increase in value, benefiting our clients.
- Balanced Portfolios: Our risk management strategy includes gradually incorporating fixed income to balance growth and income based on evolving needs.
- Long-Term Perspective: We maintain a long-term focus, prioritizing transparency and stability over short-term market fluctuations.
By adhering to these principles, we construct portfolios designed to meet each client’s objectives while adapting to their changing needs.
Our History
Investment Insight Wealth Management was founded in July 2004 by Robert J. Sullivan, a seasoned financial advisor with a passion for helping individuals and families achieve their financial dreams.
Robert’s journey in the financial industry began over three decades ago at a national wealth management firm, where he gained valuable experience and honed his skills in financial planning and investment management. It was during these formative years that Robert recognized the need for a firm that prioritizes client interests above all else; a firm where advice is always given with integrity and free from the conflicts of interest that can arise in larger institutions.
Driven by this vision, Robert established Investment Insight Wealth Management with a focus on providing clear, insightful investment guidance rooted in honesty and a deep understanding of each client’s unique needs. The firm’s name reflects Robert’s unwavering commitment to delivering wisdom and clarity in an often-complex financial landscape.
Since its founding, Investment Insight Wealth Management has grown steadily, building a reputation for excellence in serving business owners, retirees, doctors, executives, and high-net-worth individuals. Our status as an independent, fee-based Registered Investment Advisor enables us to provide unbiased, client-focused advice.
Over the years, the firm has expanded its services to meet the evolving needs of our clients, integrating technology with time-tested investment principles. This blend of innovation and tradition has allowed us to develop personalized strategies that not only protect and grow wealth but also provide clients with peace of mind.
Today, Investment Insight Wealth Management remains a family-driven enterprise, with Robert’s son, Chris, joining the firm in 2016. Together, they continue to build on the firm’s legacy of integrity, personalized service, and a commitment to helping clients achieve their financial goals.
The firm’s growth is a testament to the trust and loyalty of our clients, who have made us their partners in navigating life’s financial challenges and opportunities.
Meet the Team
Our team is dedicated to providing the highest level of personalized service, guided by decades of experience and a commitment to helping you achieve your financial goals.
Robert J. Sullivan, ChFC & NSSA
Chief Investment Officer & Founder
Robert Sullivan’s leadership is grounded in honesty, integrity, and a deep care for each client.
With over 20 years of experience, Robert’s expertise in financial planning and investment management guides the firm’s approach. He values the relationships he builds, understanding each client's unique journey. Outside of work, Robert enjoys outdoor activities and spending time with his family in Farmingdale, New York.
Christopher R. Sullivan
Client Service Coordinator
Chris Sullivan joined the firm in 2016, bringing a fresh perspective and passion for helping others. As the Client Service Coordinator, he plays a central role in client communications and operational efforts. Chris strives to enhance the client experience through thoughtful communication and service. Outside of work, Chris enjoys sports, swimming, golfing, and spending time with the company mascot, Jazz.