News & Articles

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11/01/2017
D Magazine Names IWP as a Top Wealth Manager in Dallas

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, LLC., Retirement Planning Service, Plano, TX