What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Investment Insight Wealth Management, LLC

Home
United States
Massapequa, NY
Investment Insight Wealth Management, LLC

Independent, fee-based Registered Investment Advisor serving businesses, retirement plans, and families since 2004.

Fiduciary advice centered on your best interests. Since 2004, Investment Insight Wealth Management, LLC has served as a Registered Investment Advisor (RIA) dedicated to businesses, retirement plans, and individuals & families. Based in Massapequa, New York, our team brings over 25 years of investment experience to the Long Island community.

𝗔 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁, 𝗙𝗲𝗲-𝗕𝗮𝘀𝗲𝗱 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵
We prioritize a relati

onship-driven model operating as a fee-based firm. This independence allows us to provide investment guidance focused on your specific goals, free from the internal sales pressures or proprietary product requirements of traditional financial institutions.

𝗔 𝗙𝗶𝗱𝘂𝗰𝗶𝗮𝗿𝘆 𝗖𝗼𝗺𝗺𝗶𝘁𝗺𝗲𝗻𝘁
Our firm is built on a fiduciary responsibility to our clients. We are legally and ethically committed to the Fiduciary Duty of care and loyalty, placing your interests first in every recommendation we make.
• 𝗨𝗻𝗯𝗶𝗮𝘀𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗦𝗲𝗹𝗲𝗰𝘁𝗶𝗼𝗻: We select investments based purely on their merit for your portfolio, rather than a sales quota or a limited company list.
• 𝗖𝗼𝘀𝘁-𝗖𝗼𝗻𝘀𝗰𝗶𝗼𝘂𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴: We believe that minimizing transaction costs is a fundamental component of a disciplined portfolio strategy.
• 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲 𝗚𝘂𝗶𝗱𝗮𝗻𝗰𝗲: We work for you, providing advice free from the structural conflicts that often exist when an advisor is an employee of a large financial institution.

𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀
Our work extends beyond the portfolio. We support our clients through various life stages and financial complexities:
• Personalized Investment Portfolio Management
• Retirement Planning & Income Strategies
• Estate & Multi-Generational Wealth Planning
• Tax Mitigation Strategies
• Educational Funding

At Investment Insight, we work for you. We invite you to experience the clarity and integrity of truly independent financial guidance.

09/02/2026

As a physician, do you know where to start when planning your financial future?

Between years of training, a later start on earning, and a busy schedule, many doctors put their own finances on hold. Here's where we help physicians focus:

-> Managing student loans and other debt early
-> Investing consistently, even with a demanding schedule
-> Planning for retirement on a timeline that fits a later career start
-> Reviewing whether your insurance coverage fits your situation
-> Building a personalized strategy with a wealth advisor who understands physician life

These are the planning decisions we work through with physicians.

Every physician's situation is different. This is general information, not personalized advice.

08/26/2026

Retirement on Long Island can be costly.

Property taxes don't stop when you retire, healthcare costs change, and the lifestyle you've spent decades building doesn't just get cheaper.

If you want to move past rough estimates and start looking at what your actual expenses might look like, we put together a worksheet to help you map it out: https://go.myinvestmentinsight.com/free-retirement-income-worksheet

This worksheet is for educational purposes only and is not a substitute for personalized financial advice.

08/19/2026

Receiving an inheritance can bring up more questions than you'd expect, often at a time when you're also grieving.

There's usually no need to rush. Taxes, account types, and how the money fits into your own plan all deserve some thought before big decisions get made. Inherited retirement accounts, for example, come with their own withdrawal rules that have changed in recent years, and moving too quickly can create a tax bill that was avoidable.

Giving yourself time and a plan can help you make the most of an inheritance for your family.

Estate planning involves legal matters; IIWM coordinates with your estate attorney and does not provide legal services. This is general information, not legal or tax advice.

08/12/2026

If you want to help pay for a grandchild's education, a 529 plan can be an effective tool.

You can open one yourself and stay in control of the money, deciding when and how much comes out. The savings grow tax-deferred year to year, and withdrawals for qualified school costs can be a tax-efficient way to save.

You also keep your flexibility. If plans shift or one grandchild doesn't need the full amount, a 529 can often be redirected to another eligible family member (IRS rules apply). Contributing a bit at a time can fit neatly into your broader estate and gifting plans.

529 investments can lose value, and withdrawals not used for qualified expenses are generally subject to income tax plus a 10% federal penalty on the earnings.

For a grandparent, it's a chance to leave a mark on a life that lasts well beyond any single tuition bill.

Estate planning involves legal matters; IIWM coordinates with your estate attorney and does not provide legal services. This is general information, not legal or tax advice.

08/05/2026

Scattered accounts are common, but they can make it harder to see where you stand. When your money lives in 5 different places, it's tough to know if you're diversified, what you're paying in fees, or whether your investments still match your goals.

Bringing accounts together can give you a clearer view and often simplifies decisions as you approach retirement. Consolidating isn't right for everyone, though. An old 401(k) may carry protections or pricing you'd give up by moving it, so the trade-offs are worth reviewing first. It's a common situation we help clients sort through.

Curious what consolidating could look like for you? Get in touch: https://www.myinvestmentinsight.com/contact/

Every situation is different. This is general information, not personalized advice.

07/29/2026

If you own a business, your retirement picture looks different than most.

You’re not just winding down a 401(k). You may have a business interest to transition, self-employment income to replace, and tax-advantaged accounts with different rules depending on how they’re set up.

We put together a free worksheet specifically for people with more moving parts. It walks you through expenses, assets, Social Security timing, and the gaps that tend to catch people off guard.

The worksheet is educational and not a substitute for personalized advice. Every business owner’s situation is different; consult a qualified professional regarding your specific tax and planning needs.

Download it here: https://go.myinvestmentinsight.com/free-retirement-income-worksheet

07/22/2026

“What percent of your clients are physicians?”

That’s a question we hear a lot, and it’s a good one!

Working with a financial advisor who understands the nuances of physician life can make a difference. Delayed income, student loans, and disability insurance considerations aren’t generic financial planning topics. They benefit from someone who has worked through them before and understands what matters at each stage of your career.

At Investment Insight Wealth Management, we work with physicians and healthcare professionals across Long Island who want clear guidance without the noise.

Every physician’s situation is different; results depend on individual circumstances. This is general information, not personalized advice, and is not intended as tax or legal advice.

To schedule a meeting, call (516) 249-0060 or email [email protected].

07/15/2026

Retirement planning typically focuses on the numbers, but one of the hardest aspects for many people isn't the financial change, it's the identity shift.

What often helps:

Start building parts of your post-retirement life before you retire. Volunteer one morning a week, join a board, pick up a hobby, or reconnect with people outside of work.

A financial plan can help guide your path to retirement, though outcomes depend on many factors. People often adjust best when they've spent time experimenting with what their life might look like on the other side.

Don't wait until you're retired to figure out what comes next.

This is general information, not personalized advice. Every retirement looks different.

07/08/2026

Your estate plan probably covers your home, your investments, and who inherits what when you’re gone.

But what about your email accounts, online banking passwords, the photos stored in the cloud, or the subscriptions that auto-renew every month?

Digital assets are increasingly important to consider as part of a complete estate plan. Including them can help reduce complications for your family later.

Estate planning involves legal matters; IIWM coordinates with your estate attorney and does not provide legal services. This is general information, not legal or tax advice.

07/04/2026

Freedom isn't something we earned on our own. It was built by generations who came before us and defended by those who continue to serve.

Wishing everyone a safe and meaningful Fourth of July.

Address

36 West Drive
Massapequa, NY
11758

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.myinvestmentinsight.com/

Alerts

Be the first to know and let us send you an email when Investment Insight Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.