Insight Financial Strategists is a boutique wealth management firm focused on preparing individuals and families for retirement and helping through retirement. In addition, we have a focus on helping women recover financially after divorce.
As a fee-only, fiduciary, and independent financial advisor, Insight Financial Strategists is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As Featured in
Why choose Insight Financial Strategists?
We offer a highly individualized, customized service. Our wealth strategists bring you decades of experience in a comfortable, boutique office setting. Our objective is simple: to listen to you, understand and analyze your situation and help you achieve your goals.
A P.R.O.A.C.T.I.V.E. Approach
Insight Financial Strategists LLC is a fiduciary fee-only financial advisory firm located near Boston. Our one-on-one approach is grounded in reality and focused on your needs. As wealth strategists, we ensure that you know all the facts about the potential benefits and consequences of your financial decisions, and that you are equipped to make the best decision for your personal circumstances.
P.R.O.A.C.T.I.V.E. Approach
We are educators as well as advisors and will give you a realistic assessment of where different financial paths may take you. Working back from your set goals or ideals, we guide you through an individualized financial plan that not only gives you a sense of where you need to focus your attentions, but will also give you insight into how to avoid potential pitfalls.
We can help minimize uncertainty from your financial future. Retirement planning, family financial planning, investments, personal finance strategies and divorce financial planning contain hosts of nuances, and we will present these complicated issues in a logical, easy-to-understanding manner.
A Team Effort
We will work with your accountant, lawyer, or other relevant professionals to ensure that we take advantage of all opportunities to put your money to work for you and your family. As Certified Financial Planners we will identify the financial risks that you may currently face and the tax implications of various decisions and propose realistic solutions to help you protect against those risks.
Chris Chen, CFP® CDFA®
Wealth Strategist
Nandita Das, Ph.D., CFP®, CFA®
Wealth Strategist
James C. Wood Jr.
Wealth Strategist
Frank Bonanni
Client Operations
Our Ultimate Goal
We want to provide you with the peace of mind of knowing that we are working efficiently to achieve your defined personal financial goals.
Many clients of Insight Financial Strategists LLC live in Lexington MA, Arlington MA, Bedford MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Belmont MA, Cambridge MA, Lincoln MA, Nantucket, Watertown, Wayland, MA, Concord, MA, Needham, Martha's Vineyard, Wellesley, Winchester MA.