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Insight Wealth Partners, LLC Employee Directory

Investment ManagementTexas, United States11-50 Employees

Insight Wealth Partners, LLC operates as an independent, fee-only wealth management and advisory firm based in Plano, Texas. It provides comprehensive financial planning and investment management services designed to help clients pursue personal financial goals and realize their aspirations. The firm emphasizes stewardship, discipline, and a balanced perspective to guide the financial decisions it makes on behalf of clients. 

Its services are targeted at individuals seeking holistic guidance on saving, investing, and long-term financial planning, with an emphasis on objective advice. In the investment management field, the firm presents itself as an independent, client-focused alternative that prioritizes long-term outcomes over transactional sales. The organization operates with a small-to-mid-sized team from its Plano base.

Find Insight Wealth Partners, LLC employees' phone numbers or email addresses

Insight Wealth Partners, LLC Global Highlights

Location
Employees

North America
28

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  • United States Of America
    28

Oceania
1

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  • Australia
    1

Insight Wealth Partners, LLC's Leadership

  • Founding Partner at Insight Wealth Partners, LLC
    P. G.
    Founding Partner
    Mobile Phone
  • Director Of Insurance And New Business At Wealth Insight Partners at Insight Wealth Partners, LLC
    K. S.
    Director Of Insurance And New Business At Wealth Insight Partners
    Mobile Phone
  • Manager at Insight Wealth Partners, LLC
    N. S.
    Manager
    Mobile Phone
  • Senior Operations Specialist at Insight Wealth Partners, LLC
    A. B.
    Senior Operations Specialist
    Mobile Phone
  • Client Concierge at Insight Wealth Partners, LLC
    A. T.
    Client Concierge
    Mobile Phone
  • Client Concierge at Insight Wealth Partners, LLC
    K. T.
    Client Concierge
    Mobile Phone

Insight Wealth Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other

Contact profiles from Insight Wealth Partners, LLC

Name
Title
Contact
Location
Last Update
  • Founding Partner at Insight Wealth Partners, LLC
    P. G.
    Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Director Of Insurance And New Business At Wealth Insight Partners at Insight Wealth Partners, LLC
    K. S.
    Director Of Insurance And New Business At Wealth Insight Partners
    Mobile Phone
    Oct 17, 2024
  • Manager at Insight Wealth Partners, LLC
    N. S.
    Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Operations Specialist at Insight Wealth Partners, LLC
    A. B.
    Senior Operations Specialist
    Mobile Phone
    Oct 22, 2024
  • Client Concierge at Insight Wealth Partners, LLC
    A. T.
    Client Concierge
    Mobile Phone
    Jul 06, 2026
  • Client Concierge at Insight Wealth Partners, LLC
    K. T.
    Client Concierge
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Insight Wealth Partners, LLC known for?

Minus sign iconPlus sign iconInsight Wealth Partners, LLC was founded in 2010 and operates in the Investment Management industry. You can contact Insight Wealth Partners, LLC's main corporate office by phone at
+1-972-543-****
. Explore Insight Wealth Partners, LLC's company overview page for more information.

What is Insight Wealth Partners, LLC's most common email format?

Minus sign iconPlus sign iconInsight Wealth Partners, LLC employees' email format typically follows the pattern of First.Last@insightwp.com. Trying to find reliable and up-to-date employee contact data? Find more Insight Wealth Partners, LLC email formats with LeadIQ.

How many employees does Insight Wealth Partners, LLC have currently?

Minus sign iconPlus sign iconInsight Wealth Partners, LLC has approximately 22 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Insight Wealth Partners, LLC's key employees and leadership?

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As of August 2026, Insight Wealth Partners, LLC's key employees include:

  • Founding Partner: P. G.
  • Director Of Insurance And New Business At Wealth Insight Partners: K. S.
  • Manager: N. S.
  • Senior Operations Specialist: A. B.
  • Client Concierge: A. T.

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