Financial Advisors Serving Lafayette, CA
If you’re looking for a financial advisor serving Lafayette, CA, Insight Wealth Strategies is the company to call. The city was named after the Marquis de Lafayette, a French hero of the American Revolutionary War. The spelling of the town’s name has varied considerably over the years, sometimes being written as two words, sometimes as one, and sometimes as one word with a capital F in the middle. The current spelling didn’t appear on any map until 1864 and didn’t become the standard until 1932!
Insight Wealth Strategies is proud to help the people of Lafayette and surrounding areas with effective wealth-building strategies. We have the legal status of fiduciaries, which means that we are bound by a strict ethical code to give you the advice that serves your best interests.
Not only are we bound by the strict requirements that govern fiduciaries, but we are also a “fee-only” company. Our compensation is based strictly on the fees we charge for our financial services, so we have no conflict of interest when giving advice.
If you’re looking for a financial advisor near Lafayette, CA, call Insight Wealth Strategies and make an appointment. When you come in to meet with us, we will sit down and talk with you, gathering all your financial details and finding out your personal wealth-building goals. We’ll also find out how much risk you are willing to accept, so we can choose a financial strategy you’ll feel 100% comfortable with. Once your plan is ready, we will discuss it with you to make sure you agree with it. Then it’s time to put your plan to work and start building your wealth!