Welcome From Insight Financial

 

Our Mission Financial success is not usually determined by luck or circumstance.  It is achieved through the systematic design and implementation of a plan, built on discipline and conviction.  At Insight Financial we bring all the necessary tools and knowledge to help clients reach their goals by aligning best in class solutions correlated to client-identified needs. We strive to create a long-term relationship built on trust and integrity, focused exclusively on your priorities.  Our mission and our passion is to fully understand what you want out of life and to do everything we can to help you get there.

Our Partnership aggregates over 75 years of combined experience. We are all practiced, highly credentialed professionals who enjoy strong relationships with our existing clients. As a team, we have a great deal of experience in working with a multitude of clients from various fields. These include but are not limited to hedge funds, portfolio managers, analysts, physicians, attorneys, and corporate executives.  In addition, our wide range of products and deliverables makes us ideally suited for working with business owners from all over the country.

Our Clients benefit as we are able to provide them with better service and a more extensive knowledge base with the support of each other and our larger more specialized staff. Supported by our team of focused specialists, we are able to deliver services more efficiently. We stand out from the competition by taking the time to completely understand who our clients are, and by doing everything we can to help them achieve their goals.

Your Goals. Your Dreams. Our Insight.

Lee Weinstein, CLU®, ChFC®
Wealth Management Advisor


Insight Financial

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck