News & Articles

Perspective. Discipline. Stewardship.

07/05/2017

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, LLC., Retirement Planning Service, Plano, TX