Bob Pugh's Contact Details

Bob Pugh's Company Details

Insight Wealth Management, Inc. (IWM) is a fee-only, independent Registered Investment Advisor in Gainesville, Virginia serving individuals, families, charitable organizations and businesses. As a fiduciary advisor, IWM offers both investment management and comprehensive financial planning. Our client services include creating and managing comprehensive client financial and investment plans; investment research; portfolio management; and performance analysis. IWM is a member of the Schwab Institutional™ network of select investment advisors, and uses Schwab Advisor Services as the broker and custodian for client accounts. IWM receives no compensation from Schwab. As a fiduciary advisor, all investment decisions are based on the client's best interests rather than choices that generate commissions or other forms of compensation that create conflicts of interest for non fee-only advisors.IWM uses Morningstar's portfolio analytics and performance reporting to enhance further the levels and quality of service provided to clients. IWM pays in full for Morningstar's services and has no soft-dollar or any other sort of third-party arrangements that create conflicts of interest.With the resources of both Schwab Advisor Services and Morningstar at our disposal, IWM's clients receive an unparalleled combination of independent advice and planning, and the strength of two leading names in the financial services industry.