Our Story

For more than 35 years, President Tom McInerney has advised high net worth individuals and institutions on investments, debt, insurance, and all elements of financial planning. Tom has forged lasting relationships with his clients by providing strong oversight, and by creating a culture of customer service. The result is an advisor staff that is always available for a phone call or a face-to-face meeting.

Today, Tom’s team of advisors seek to expand his vision and build a brighter future for anyone committed to making smart decisions throughout their financial lives.

With a number of experienced advisors on the Insight team, we invite you to come in and sit down for a conversation. Let’s talk about how we can help you and your family start building a better financial future.