# Investment Insight Wealth Management

- **Website:** <https://myinvestmentinsight.com>
- **Primary alias:** `myinvestmentinsight.com`

## Description

Investment Insight Wealth Management, LLC is a Long Island-based Registered Investment Advisor that has been serving businesses, retirement plans, and high net worth investors since 2004. With over twenty-five years of investment experience, our team takes pride in offering unbiased investment advice. Unlike brokerage firms, insurance companies, banks, or mutual fund companies, we have no affiliations or conflicts of interest. We work strictly for our clients, providing them with real investment advice that is free from any external influences. Our clients' assets are invested through a large discount broker, allowing us to minimize costs and maximize returns. Our services include portfolio analysis and management, financial planning, retirement planning, investment tax strategies, estate tax planning, educational planning, and funding. What sets us apart is our fiduciary responsibility, which ensures that we always act in our client's best interest. We also specialize in serving as pension plan fiduciaries, providing comprehensive services to plan trustees. When you work with Investment Insight, you can trust that your financial well-being is our top priority. Feel free to contact us for a consultation.

## Industries

- 💰 Finance
- 💰 Investing _(under Finance)_
- 📊 Business and Consumer Services
- 💰 Banking Credit and Lending _(under Finance)_
- 💰 Insurance _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/investment-insight-wealth-management-llc-1)
- [twitter](https://twitter.com/iiwealthmgmt)
- [facebook](https://facebook.com/Investment-Insight-Wealth-Management-LLC)

## Logos & icons

- logo _(primary)_ — SVG, PNG — [download](https://cdn.brandfetch.io/idKL1skjxE/theme/dark/logo.svg?c=1bxid64Mup7aczewSAYMX&t=1790035871261)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idKL1skjxE/w/300/h/300/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790035871326)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Lightning Yellow | #fabf1f | accent |
| Black | #000000 | dark |
| Cornflower | #95b7e5 | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idKL1skjxE/w/1500/h/500/idpIaHTudX.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790035871497)

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_Source: <https://brandfetch.com/myinvestmentinsight.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._