CRD: 165125
Insight Financial Strategists
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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2012
- Office Locations
- 2
Office Locations
About Insight Financial Strategists
Insight Financial Strategists is a fee-only, independent fiduciary RIA serving individuals and families—often navigating divorce, loss, and retirement—in the Greater Boston area. The team delivers highly customized financial planning, retirement income/decumulation, tax and legacy planning alongside investment management, with portfolios primarily implemented using ETFs and custody options that include Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPH CHEN
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5226577
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nandita Das
--
- CRD
- #6652717
JAMES CAMPBELL WOOD JR.
Advisor
- CRD
- #6484814
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,718,694 | -- |
| Non-Discretionary | $92,330 | -- |
| Total | $27,811,024 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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