Building Wealth

It is not how much you make, it is how much you keep. Pay yourself first!

Looking to grow and protect your wealth?

We understand what it takes to manage wealth in a complex global economy for you, your business, and your employees.
  • Personal Financial & Retirement Planning
  • Research and Portfolio Advisory
  • Building Wealth for Small Business Owners
  • Business Retirement Consulting and Planning
  • Estate Planning
“65% of business owners plan to fund their retirement by selling their business” - AICPA
Is this you..? If so you should be concerned about your future.
Why..? Most owners never convince a buyer their business is worth the many hours..days..weeks..and years of blood, sweat and tears you have put into growing and building your company. Don’t let years go away and not saving something for your future.

Year-Around Wealth Management

Everything starts with a plan.
  • Values
  • Family needs
  • Risk tolerances
  • Estate considerations
  • Tax structure
  • Appropriate insurance coverage
We help build wealth every day for:
  • Individuals
  • Business Owners
  • Private Wealth
  • Corporate Executives
  • Medical Professionals
  • Athletes
  • Film & Movie

Personal Financial Planning

  • What are your financial goals..?
  • Need estate planning and/or life insurance strategies..?
  • Where do you want your money to be in 5, 10, 20 years..?

Our Research Team works closely with our Financial Advisors to create individualized solutions to meet your goals. The team process takes into account investment tax efficiency as well as return and risk objectives.

Helping our clients meet their wealth goals consists of these key areas:
  • Design core, liquid portfolios to complement illiquid or narrow asset classes
  • Access and expertise in private non-liquid solutions
  • Strategically utilize both active and passive strategic investment strategies
  • Structure highly diversified portfolios based on a stable asset allocation approach
  • Tailor a range of diverse portfolios with varying risk/return mandates
  • Create customized structured note solutions through a fiduciary process
  • Access individual tax-exempt bonds through cost efficient separately managed account solution

Business Financial Planning

Fiduciary Consulting

Our team can assist with:

  • Company Retirement Plan Design - 401K / SEP-IRA / SIMPLE / Defined Benefit
  • Investment Policy Development and Monitoring
  • Regulatory Updates
Employee Participation, Advice and Education

Our team can help your employees take full advantage of the retirement benefits your company offers:

  • Employee Education - one on one or group
  • Individual advice on asset allocation, investments and retirement
  • Ongoing communication plan
  • Retirement readiness strategies
  • Participation strategies
Investment Selection and Monitoring

Our team’s goal is to find the most effective options for your plan participants at the lowest cost.

  • Investment evaluation and selection
  • Investment selection as a fiduciary to the plan
  • Investment monitoring and action as necessary
  • Target Date Fund evaluation, selection and monitoring
  • Participation strategies

401K / IRA

Make 401(k) Plan a seamless company offering with

  • Easy integration and payments with each payroll run
  • Ease onboarding employees,
  • Handling plan administration and compliance
  • Choose from over 40 mutual funds from Vanguard and other low-cost providers.

Affordable, transparent monthly pricing -

Our clients save an average of 50% on 401(k) fees.

Based on industry average bundled investment, record keeping and trustee fees of 1.85% for plans with 10 participants and $500,000 in assets. Source: 401(k) Averages Book, 17th Edition.

Why Fees matter in your 401(k)

All investments have fees, no matter where you invest. You won’t find any financial institutions who will work for free, but some will charge more than others. Simple logic demonstrates that, if more money is taken out of your account for fees, you’ll have to make up for it in returns (which aren’t guaranteed). When everything else is equal, higher fees can have a huge impact as they compound over time.

Our recommended 401K Plan does not charge

AUM (Assets Under Management); nor
Commission based fees to participants; nor
Charge employees any fees on investments.
Our managed portfolios have a blended average fund expense ratio of 0.06%.
Represents the blended average AUM fees for the funds in our managed portfolios. The average AUM fees of 401(k) plans with $1 million to $10 million in assets is 1.14%, according to 2018 Brightscope/ICI study of 401(k) plan.

What our clients say about us

Insogna CPA
Based on 47 reviews
Insogna, CPA
Based on 18 reviews
Outstanding service, knowledge and support. I would highly recommend this firm to anyone for personal or business tax or financial assistance. A big…
Jerome H.
Jerome H.
Insogna CPA made my experience of creating an LLC fast and easy. I was feeling very intimidated and unsure about the process but was pleasantly surprised at the straightforward process and reasonable price. This will be my first stop for any accounting needs!
Jennifer Brown
Jennifer Brown
We’ve used Insogna CPA for over 7 years and wouldn’t go anywhere else. They are unfailingly professional, thorough and patient. No matter how many questions…
Jodi C.
Jodi C.
I like to do as little as possible when it comes to taxes. Insogna does everything and on time. All we had to do was scan a few documents and answer a reasonable and brief questionnaire. SATISFIED.
Doug Windland
Doug Windland
I’ve been through MANY cpa’s and finally landed on Insogna. There’s never any surprise bills, all expectations and prices are clear and reasonable up…
Dustin B.
Dustin B.
As of 2019, I have used Ingsogna to file my taxes for three years. I keep coming back because it’s easy, affordable and accurate. The electronic document room is a great place to store everything. I have always worked with Ami and she’s always professional and courteous. I used TurboTax for years and that was fine, but as life changed, compensation increased and the tax laws continued to evolve, I found that Ami has saved my family money each year.
Christia Churchill
Christia Churchill
I have worked with the folks at Insogna for almost 4 years and I could not be happier with their services. Very responsive if we have a question and exceptionally friendly. They give me the flexibility to stay focused on my business knowing that are keeping our books in-line.
Kris Byrd
Kris Byrd
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have always been helpful, quick to respond, and impeccable in their work. As a small business owner, it’s nice to not have to worry about accounting while I’m trying to generate more business. I’ve recommended Chase and his staff to dozens of people since I started working with them.
Joel Goodman
Joel Goodman
I’ve used Insogna CPA’s bookkeeping, tax preparation, and professional services for my business (Bravery Media) and personal finances since 2012. They have…
Joel G.
Joel G.

Endorsements, Certifications, and Partnerships