Insight Wealth
Insight Wealth
207B SW Jefferson
Lee's Summit
Missouri
64063
United States
Tel: (816) 287-9456
Website:
https://insightwealthkc.com/
Business type:
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Business Information
Insight Wealth, LLC is an independent team of Eversource Wealth Advisors, LLC, a registered investment advisor. We assist couples and individuals to develop retirement planning strategies. Led by Samantha Compton, our process emphasizes education and communication, particularly for those approaching or in retirement. We utilize a comprehensive framework addressing income planning, investment considerations, tax planning, insurance, estate planning, and other financial areas—working with your tax and legal advisors as appropriate. We serve clients preparing for retirement in the next 10 years, recently retired, or experiencing overall life transitions, providing guidance to help you pursue your financial goals.



Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed
Mon-Fri 9am-5pm, Sat-Sun Closed
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