Plano, TX, January 13, 2016 --(PR.com
)-- Insight Wealth Partners (IWP) is pleased to announce the continued growth of the firm with the addition of Brian Finnigan, AIF® as financial advisor, adding to the complement of wealth managers and highly experienced operations professionals.
“Brian has spent his 16-year career serving financial advisors and investors around the country. He brings a level of executive leadership to IWP that will be of great value to his clients and the practice as a whole,” said David Dryden CFP®, ChFC™, co-founder and managing partner of Insight Wealth Partners. “He brings a unique perspective to our firm as he’s had extensive experience with major investment companies and understands the importance of being fully independent and objective. As an accredited fiduciary, he is unconditionally committed to helping his clients protect and grow their assets.”
“I have seen and experienced every model, every method and every approach to wealth management in America,” said Brian. “I have found that the independent Registered Investment Advisor (RIA) model that upholds the fiduciary standard is the best advice and investment approach for American families and businesses. In my opinion, Insight has been built using the best design available, and I can’t express how blessed I am to be joining this exceptional team of advisors,” he added.
Brian worked previously as a wealth management executive for 1st Global, LPL Financial and Russell Investments. He is looking forward to the next 25 years at Insight Wealth Partners. His full bio can be found here
About Insight Wealth Partners
Insight Wealth Partners is an independent wealth management and advisory firm headquartered in Plano, Texas with more than $330 million in assets under advisement. IWP’s experienced team of financial advisors, portfolio and account managers, and caring support staff is committed to providing comprehensive wealth management expertise to high net worth individuals, families, and business owners, enabling them to achieve their personal financial goals and live out their dreams. IWP’s mission is to help clients determine and implement a personal wealth strategy that allows them to focus on leading a purposeful, fulfilling life.
For more information, please contact Insight Wealth Partners, LLC at 972-543-4800 or www.insightwp.com.
Insight Wealth Partners, LLC is an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. This release is solely for informational purposes. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place. Investing involves risks, including the possibility of principal loss. The use of a Financial Advisor does not eliminate risks associated with investing. Consider the investment objectives, risks, charges, and expenses carefully before investing.
For a complete description of business and related disclosures, view the firm’s SEC FormADV.