Insight Wealth Partners is pleased to announce that we have once again been honored as one of the Top Wealth Managers in Dallas by D Magazine. IWP was one of twenty-four firms selected by the publication based on total assets under management, average assets for each household, client retention, experience, and the recommendations of a panel of esteemed local wealth managers. We are honored to be among this elite group of wealth managers and thrilled to be recognized by D Magazine.
Insight Wealth Partners is thrilled to announce that two of our partners, David Dryden CFP®, ChFC™, MS and Ryan Ferguson CFP®, CPA, MSA were recognized by D Magazine as Best Financial Planners in 2017, Dryden for the sixth consecutive year. D Magazine sends out an annual request to all CERTIFIED FINANCIAL PLANNER™ Practitioners of the DFW Chapter of the Financial Planning Association to vote for their peers, and ballots cast outside of a firm carry more weight. Once the elections are submitted, a panel of respected financial planning professionals evaluates the submissions to finalize the list of the top local advisors. David and Ryan are each honored and delighted to be recognized by fellow planners and chosen by D Magazine for outstanding advice and quality care they offer to their clients as "Best Financial Planners."
Insight Wealth Partners is thrilled to announce that as of July 26, 2017, Ryan Ferguson has been honored with a ranking in the prestigious Forbes Magazine’s Top Next Generation Wealth Advisors for 2017 as one of the top 500 advisors from across the country. The advisors are chosen based on quantitative and qualitative criteria: assets under management, client retention, investment process, experience, and more. Insight Wealth Partners is delighted that Ryan’s achievements are recognized by such a significant award, and we are blessed to have him as a managing partner and team member.
Financial Advisor magazine annually compiles as list of every Registered Investment Advisor across the United States. The characteristics the ranking considers is total assets under management (AUM), growth percentage, assets per client, growth percentage in assets per client, and the percent change in number of clients. In 2017, IWP is honored to be listed at #367, with our AUM over $385 million as of July 2017.
Insight Wealth Partners is delighted to announce that as of June 22, 2017, the Financial Times has named our firm in their list of 300 Top Registered Investment Advisors for the second consecutive year. Financial Times bases its selection quantitatively and qualitatively, from the RIAs listed in the U.S. Securities and Exchange Commission and wealth advisories with more than $300 million assets under management to overall desirable traits in RIAs. IWP is honored to be placed in this list as one of the 23 leading firms in Texas.
Insight Wealth Partners is delighted to announce our newest team member and financial analyst, Chris Weatherly. Prior to joining Insight Wealth Partners in 2017, Chris spent the previous three years at Dallas Baptist University as the Director of Athletic Operations. Chris oversaw the day-to-day operations of the Athletic Department, game day operations and worked directly with the Athletic Director with oversight of department spending. Prior to working in the Athletic Department at DBU, Chris served as the Administrative Assistant to the Executive Vice President of Dallas Baptist University from 2010-2012.
Chris completed his undergraduate degree at DBU in 2011 with a degree in Sports Management and a minor in Marketing. Weatherly then went on to complete his Master of Arts in Sports Management in 2013 while working full-time for the University. In 2017, Chris completed his MBA in Business Administration from DBU.
Chris will begin the SMU Certificate Program in Financial Planning in January of 2018. Chris is passionate about serving people and desires to walk alongside others to assist them in life’s complicated scenarios. We are excited to have Chris’s fresh insights, dedication to increasing knowledge, and service mentality added to the IWP leadership, and we are thrilled that he is a part of our continually growing, talented team.
Insight Wealth Partners is delighted to announce that David S. Dryden, CFP®, ChFC™, MS; Ryan Ferguson, CFP®, CPA, MSA; Chad Lowe; and Wayne Smith III, CFP®, CRPC® have been awarded the prestigious Five Star Professional Wealth Manager titles for 2017. This honor is presented by Texas Monthly Magazine and Five Star Professional organization, which conducts extensive research on wealth managers regionally to select advisors who display extraordinary service to their clients. To receive the award, an advisor must satisfy ten objective criteria that are associated with wealth management, including a favorable, disciplinary and compliant history review and a minimum of five-year client retention rate. No more than seven percent of the wealth managers in a market receive the award. Dryden, Ferguson, Lowe, and Smith were nominated as advisors who provide the utmost service, commitment, and care to their clients. You can find the IWP advisors on the Five Star Professional website in the link below.
Insight Wealth Partners is delighted to announce that two of our partners, David Dryden, CFP®, ChFC™, MS and Wayne Smith, CFP®, CRPC® were recognized by D magazine as Best Financial Planners in 2016, Dryden for the fifth consecutive year. D Magazine sends out an annual request to all CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association to vote for their peers, and ballots cast outside of a firm carry more weight. Once the elections are submitted, a panel of respected financial planning professionals evaluates the submissions to finalize the list of the top local advisors. David and Wayne are each honored to be recognized by fellow planners and chosen by the D Magazine panel for the outstanding advice and quality care they offer to their clients as “Best Financial Planners.”
Insight Wealth Partners is pleased to announce that we have been selected once again as one of the Top Wealth Managers in Dallas by D Magazine. IWP was one of 24 firms selected by the publication based on total assets under management, average assets per family, client retention, experience, and the recommendations of a panel of esteemed Dallas-area wealth managers. We are honored to be among this elite group of wealth managers.
Three of Insight Wealth Partners advisors have been honored to receive the 2016 Five Star Wealth Manager Award. The IWP recipients of the award include Chad Lowe, David S. Dryden, CFP®, ChFC™, MS, and Ryan Ferguson, CFP®, CPA, MSA. This award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. The list of Five Star Wealth Managers was featured in the August edition of Texas Monthly Magazine. These IWP advisors can also be found on the Five Star Professional search in the link below.
Each year, Financial Advisor Magazine provides a ranking of all independent RIA’s across the United States based on total assets under management. This year, Insight Wealth Partners is pleased to announce that we were ranked #366 for our assets under management. As of December 31, 2015 our assets under management were over $330M.
Insight Wealth Partners is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from over 30 different states across the U.S. and IWP was one of only twelve firms from Texas included in this elite group of RIAs.
Insight Wealth Partners, LLC (IWP), an independently owned financial planning and wealth management firm with over $330 million in assets under management, has been named as one of the Top Wealth Managers in Dallas by D Magazine. The publication, which surveys a panel of esteemed fee-based and fee-only investment advisors, named IWP among 29 firms as Top Wealth Managers in 2015.
“We are pleased to be among an elite list of peers,” said David Dryden, CFP®, ChFC®, MS, Insight’s founder and managing partner. “One of the qualifying criteria is to have had at least 95 percent client retention over the last two years. I’m proud that our clients stay with us for the long-term because of the service they receive. The fiduciary standard that we embrace is critical to our clients’ success,” he added.
The final list of Top Wealth Managers was selected based upon several criteria including firms managing assets for individual clients of at least $100 million, client retention, absence of disciplinary actions and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based.
Insight Wealth Partners, LLC was founded by veteran financial advisors in 2010 as an Independent, fee-only wealth management and advisory firm. The growing five-partner organization is comprised of a highly-experienced team of wealth managers and operations professionals.
For the fourth year in a row, David Dryden, CFP®, ChFC®, MS, and Travis Carter CFP® of Insight Wealth Partners, LLC (IWP) have been recognized by D Magazine as Best Financial Planners. As founding principals of IWP, Dryden and Carter together have over four decades of experience delivering expert financial planning advice and asset management to their clients, while maintaining the highest ethical and fiduciary standard. The firm was also named a Top Wealth Manager in Dallas by D Magazine in 2015 for asset levels and client retention.
Dryden and Carter co-founded Insight Wealth Partners in 2010 as an independent, fee-only wealth management and advisory firm. In 2011, Collin County Business Press named IWP as a top emerging company, recognizing their significant business growth and commitment to their clients. Since then, IWP has and continues to receive numerous accolades for their devotion to their clients, consistent business growth, and abiding success as a firm, including attendance at the Barron's Winner's Circle Top Independent Advisors Summit, and a feature in Forbes Magazine. At IWP, they are not only knowledgeable on today's financial markets, but they are also committed to delivering productive advice and ultimately guiding clients with a personal wealth strategy that works for them.
"It is a great privilege to be named one of the Best Financial Planners for four years running. This distinction comes because we work every day to provide our clients the highest level of financial life advice. It’s great that this credit comes from fellow financial planners and shows that we are continuing to exceed our clients’ expectations," said Carter.
"We exist to help our clients protect and grow their assets. It takes continuous, comprehensive planning to fulfill this mission. We very much appreciate being recognized for the work that we do to build strong life-long relationships with our clients. Our calling is a fulfilling one that we are very happy to continue,” added Dryden.
Both Dryden and Carter have been recognized as Best Financial Planners in Dallas multiple times. In addition, Dryden and Carter have been named recipients of the FIVE STAR Wealth Manager Award in Texas Monthly for several years, reflecting their reputation among clients, peers, and industry experts.
Insight Wealth Partners is delighted to announce the growth and success of our practice with the promotion of Ryan Ferguson to Managing Partner. Ryan will join David Dryden, Wayne Smith, Travis Carter, and Chad Lowe in stewarding our practice and guiding the harmony of our team’s dedication to our clients. Ryan has been with our team since 2010, and we have been blessed by his educational leadership, dedication to our team, and the high level of quality service and exceptional care he provides to his clients. “My clients are my top priority, and I am grateful for the confidence and trust that IWP has in my dedication, service, and leadership,” explains Ferguson. As a Certified Public Accountant and a recognized FIVE STAR Wealth Manager, Ryan adds a new level of professionalism to our team’s already outstanding repertoire of accolades. Insight Wealth Partners is looking forward to the triumphs of the New Year with our ever-growing accomplished team.
This holiday season, your Insight Wealth Partners team had the honor of serving with the Children’s Advocacy Center of Collin County’s annual Holiday Project Toy Store. The mission of the Children's Advocacy Center of Collin County is to provide safety, healing and justice to children victimized by abuse or neglect. The IWP team spent the day accepting donations and setting up the store for parents and guardians to “shop” for gifts for their children. This year, with the help and support of the community, the CACCC was able to make the holiday season a little brighter by providing gifts to over 1,200 abused and neglected children. Insight Wealth Partners is grateful for the support of you, our clients, in helping make it possible for us to serve the community and this worthy organization in such a priceless way.
David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC, once again, have been recognized by D Magazine as Best Financial Planners in 2014. Each year, at the request D Magazine, local CERTIFIED FINANCIAL PLANNER™ Practitioners of the Dallas-Fort Worth Chapter of the Financial Planning Association cast ballots for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. With the most weight given to outside-firm votes, a panel of esteemed local financial planning professionals reviews the catalog of highest-voted planners and finalizes the annual list of the “Best Financial Planners”. David and Travis are again honored to be recognized by their local industry peers for the quality of advice and service they provide to their clients.
As electronic banking increasingly becomes the preferred means of conducting financial transactions for consumers and businesses alike, the security risks posed by online money transfer continue to proliferate.
For their part, banks have a vested interest in keeping their customers' assets and confidential information secure. That is why the banking industry as a whole has developed a series of standard security protocols and techniques designed to do just that.
Common Fraud Protections
Following are general protections offered by most banks. Be sure to compare this list against the measures your own banking partners have put in place to keep your identity and assets safe as you bank online with them.
Firewalls -- Firewalls are software or hardware-based security systems that create a secure barrier between your bank's internal network, where your information is stored, and the unsecured Internet. The data "traffic" flowing in and out of the bank's network is monitored and analyzed to determine its legitimacy.
Encryption -- Encryption scrambles information being transmitted between your device and the bank's network into a code that is virtually impossible to decipher, thereby protecting against unauthorized access. Many financial institutions now use 128-bit encryption, an advanced encryption technology.
Multilayered Authentication -- Many online banking/financial systems now require many layers of user identification, or authentication, that only those authorized can provide. For instance, some authentication protocols verify the device the customer is using to access the bank's website. If the device does not match the bank's records, additional authentication measures, such as one or more challenge questions, will be presented to the customer. Similarly, commercial online banking also applies a layered security approach whereby two or more identifying factors are required to gain access (e.g., a username and password plus a security token)
Monitoring -- Keeping vigilant watch over network operations is integral to the online security policies of most banks. Technology specialists continuously monitor online activity looking for out of the norm customer behavior and/or suspicious activity, particularly at login. For instance, too many incorrect login attempts will signal the system to lock a user out of their account until positive account verification can be confirmed. Transaction amounts (specifically withdrawals) that fall outside the customer's normal or pre-established limits are also scrutinized.
Industry partnerships -- Aside from internal controls, many banking institutions work closely with anti-virus and anti-malware vendors, sharing data they have collected and collaborating on new online fraud prevention techniques. Similarly, banks often work with law enforcement agencies, sharing information that may lead to safer online experiences for their customers.
The Ultimate Protection
As sophisticated as the banking industry's security measures have become, there is no substitute for a well-educated and aware customer. Toward that end, a bank's customer awareness and educational efforts should address both retail and commercial account holders and, at a minimum, include the following elements:
- An explanation of protections provided, and not provided, to account holders relative to electronic funds
- An explanation of under what, if any, circumstances and through what means the institution may contact a customer on an unsolicited basis and request confidential account-related credentials
- A list of risk control measures that customers may consider implementing to mitigate their own risk
- A list of appropriate contacts for customers to use if they notice suspicious account activity or experience security-related events
Source/Disclaimer: Source: The Federal Financial Institutions Examination Council (FFIEC) FFIEC Supplement to Authentication in an Internet Banking Environment June 29, 2011.
Content provided by the Financial Planning Association, of which multiple IWP advisors are members.
© 2014 Wealth Management Systems Inc. All rights reserved.
"David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC have been recognized again by D Magazine as Best Financial Planners in 2013. Each year, D Magazine asks every CERTIFIED FINANCIAL PLANNER™ Practitioner in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast a ballot for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. Self votes are tossed out and inside-firm votes are discounted while outside-firm votes receive higher weight. Then a panel of esteemed local financial planners reviews the planners who receive the most votes and finalize the annual list of the “Best Financial Planners”. David and Travis are once again honored to be recognized by their industry peers for the quality of advice and service they provide to their clients.
Insight Wealth Partners is pleased to announce that five of its advisors have been named recipients of the 2013 Five Star Wealth Manager Award. The IWP recipients of the award include M. Chad Lowe, Wayne Smith III, CFP®, CRPC®, Travis D. Carter, CFP®, David S. Dryden, CFP®, ChFC™, MS, and Ryan Ferguson, CFP®, CPA, MSA. This prestigious award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. See the detailed press release for more information.
David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC have been recognized by D Magazine as Best Financial Planners. Each year, D Magazine asks every CERTIFIED FINANCIAL PLANNER™ Practitioner in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast a ballot for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. Self votes are tossed out and inside-firm votes are discounted while outside-firm votes receive higher weight. Then a panel of esteemed local financial planners reviews the planners who receive the most votes and finalize the annual list of the “Best Financial Planners”. David and Travis are honored to be recognized by their industry peers for the quality of advice and service they provide to their clients.
David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC have been named recipients of the 2012 Five Star Wealth Manager Award. This prestigious award comes from Texas Monthly magazine and Five Star Professional, who conducted extensive research on wealth management professionals who provide their clients with exceptional service. Dryden and Carter were nominated as advisors that represent the highest quality service and professional commitment to their clients. Over 2,000 candidates were nominated by their peers, their firms and their clients, and less than four percent of all wealth managers in north central Texas became award winners. See the detailed press release for more information.
David Dryden was recently honored by Barron’s magazine and selected to attend their prestigious, invitation only Winner’s Circle Top Independent Advisors Summit held this year in Phoenix, AZ. See the detailed press release for more information.
For the past 12 years, Collin County has had an astonishing sustained population growth rate of 61 percent, making it the fastest growing county in Texas and one of the top growth counties in all of America. Even now, with a population of around 800,000 people, there doesn’t seem to be any signs of slowing down. A key component to that level of population growth is the strength of the local economy and ingenuity and agility of local businesses to keep up with and even fuel that growth.
Since it was established in 1997, the Celebration of Enterprise has honored the top companies in the North Texas area that have contributed to the economic growth and continued success of Collin County. In the recent Collin County Business Press’ 2011 Celebration of Enterprise, IWP was recognized as one of three top emerging companies in Collin County, due to our growth and success over the past year. We are honored to be recognized as being a part of the success and economic growth of our community. For more details, check out the feature article and press release.
Does your advisor have your best interest in mind? Unfortunately, with all the confusing and competing interests in the financial world these days, it’s hard to know whether the advice you're getting is really in your best interest. At IWP, we only work for our clients and we have no hidden agendas. Our compensation is completely transparent and we do not receive compensation from any outside investment company. Our mission is to be a fiduciary for our clients and provide them with truly unbiased advice to help them reach their goals. Check out our recent article in Forbes Magazine for more details.