Strategic Global Insight is an independent, fee-only financial advisory and private wealth management firm established in 2003. As a registered investment advisory firm, it serves high-net-worth individuals with investment management and financial planning designed to address their financial needs and goals. Its services include asset and wealth management, strategic ETF portfolio alignment, retirement planning and forecasting, holistic life planning, estate planning, and lifetime financial and goal forecasting.

The firm invites prospective clients to request a no-cost initial consultation. On-site initial consultations are available by request, at a client’s home or office. Strategic Global Insight lists offices in Reston, Virginia; Rockville and Bethesda, Maryland; and Washington, D.C., and provides phone and email contact options. Its office hours are Monday through Friday, 9:00 a.m. to 5:00 p.m. Through its range of planning and portfolio services, the firm helps clients consider investments, retirement, estate matters, and broader life goals as part of their financial planning.