Dean McCormick

At Insight Wealth Strategies, we believe that what really matters is not just accumulating wealth, but having the time and freedom to enjoy it. We take a holistic approach to financial planning, recognizing that financial success is just one aspect of a happy and fulfilling life. Our experienced and trusted team of advisors will work with you to create a personalized financial plan that addresses all your wealth needs, from achieving financial comfort and security in retirement to ensuring the future of your family.

Our Story

Founded in 2007, Insight Wealth Strategies is a boutique wealth management firm dedicated to providing comprehensive financial services to high net worth individuals and families. Our team of experienced advisors has a deep understanding of the financial markets and is committed to delivering exceptional client service. With a focus on long-term relationships and personalized attention, we empower our clients to make informed decisions about their financial futures.

Our Services

At Insight Wealth Strategies, we offer a wide range of financial services designed to help you achieve your unique financial goals. Our services include:

• Comprehensive wealth planning: We take a holistic approach to financial planning, considering all aspects of your financial life, from investments to taxes, estate planning, and more.
• Investment management: Our experienced team of advisors will work with you to create a customized investment portfolio that aligns with your financial objectives and risk tolerance.
• Tax planning and preparation: We help you minimize your tax liability and ensure compliance with all relevant tax laws.
• Retirement planning: Our experts will work with you to create a personalized retirement plan that ensures a comfortable and secure financial future.
• Estate planning: We help clients develop a comprehensive estate plan that ensures the orderly transfer of their assets and minimizes the risk of conflict or disputes.

Our Team

Our team of experienced advisors is dedicated to providing exceptional client service and delivering outstanding results. Our team members have a deep understanding of the financial markets and are committed to staying up-to-date on the latest trends and strategies. Our team includes:

• Dean McCormick, MBA, CPA: Managing Partner and Founder
• Tony Luppi, CFP: Wealth Advisor
• Chris McCormick, MBA: Of Counsel

What Sets Us Apart

At Insight Wealth Strategies, we pride ourselves on our commitment to exceptional client service, personalized attention, and a deep understanding of the financial markets. We take the time to listen to our clients' unique needs and goals, and work with them to create a customized financial plan that aligns with their aspirations. Our experienced team of advisors is dedicated to delivering outstanding results and building long-term relationships with our clients.

Stay Focused

We believe that investor emotions can play a major part in the success or failure of an investment portfolio as well as the overall wealth plan. We know that remaining patient and disciplined can be extremely difficult, especially when stocks or other assets are soaring or plummeting. Our team of advisors will work with you to develop a customized financial plan that helps you stay focused on your financial goals and avoid the emotional pitfalls that can derail your progress.

Join the Insight Wealth Strategies Family

At Insight Wealth Strategies, we are dedicated to helping our clients achieve their financial goals and build a secure financial future. We believe that what really matters is not just accumulating wealth, but having the time and freedom to enjoy it. If you're ready to take control of your finances and achieve your unique financial goals, we invite you to join the Insight Wealth Strategies family.