Insight Wealth Management, Inc.

Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia.

 

With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC elected him twice to serve as Society President, the only member in the Society's sixty-year history to enjoy that distinction. Colleagues from CFA Societies from Maine through Virginia elected him to serve a two-year term as the Eastern Region Presidents Council Representative with the CFA Institute. The Chartered Financial Analyst (CFA) designation is the global gold standard of credentials in the investments profession. Bob has taught investment analysis and portfolio management for the Johns Hopkins University's Carey School of Business, for the Johns Hopkins University School of Medicine's "Business of Medicine" program, for CFA candidates in the United States and internationally, and for numerous other organizations and institutions of higher learning.

Since 2005, Bob and IWM have been helping clients achieve their financial goals:

• Managing the investment portfolio you and your family have built
• Retirement planning for individuals and businesses
• Maintaining your standard of living