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Top Wealth Managers in Dallas, 2015

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.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX