fbpx

Building Wealth

It is not how much you make, it is how much you keep.

Year-round guidance to grow your wealth. And theirs, too.

Building a comfortable future for yourself, your family and employees starts with a plan. Our year-round wealth management experts will analyze your tax structure, risk tolerances, estate considerations and financial goals to deliver a clear course of action you can take to protect your wealth.

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

Build a future worth looking forward to.

Achieve your financial goals with individualized plans created by our Financial Advisors and Research Team. Our experts will examine your investment tax efficiency and carefully balance that with your return and risk objectives.

Here's how we do it:

  • Outline core portfolios with increased liquidity that complements illiquid and narrow asset classes
  • Gain access to private, non-liquid opportunities. In addition, receive expertise in this area
  • Strategically employ both active and passive tactics to grow the investment portfolio
  • Create diversified portfolios based on a reliable method of asset allocation
  • Meet client risk-tolerance level with diversified risk/return mandates within the portfolio
  • Formulate structured note solutions that work in the client’s best interests through a fiduciary process
  • Access individual tax-exempt bonds through cost-efficient, third-party account solution

Business Financial Planning

Help your team become retirement-ready.

Prove to your employees that you’ll always have their back with retirement benefit plans and tools they can use to confidently prepare for life’s next chapter.

Transform the way you 401(k).

A simple, headache-free 401(k) plan can save you time and money that you can invest back into your business. From easy integration to streamlined onboarding, see how we’re providing more businesses with a seamless 401(k) solution.

Our recommended 401K Plan does not charge:

AUM (Assets Under Management)
Commission based fees to participants
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
4.9
Based on 47 reviews
Insogna CPA, PC
5.0
Based on 27 reviews
These guys have taken being a CPA to a new level – they are streamlined, efficient, responsive and fast. I will be a client for a long time!!
Ryan L.
Ryan L.
Very professional and knowledgeable! Looking forward to being a very long term client!
Doug F.
Doug F.
I first started working with the team for my small business–they were the only accounting firm who explained things to me in a straightforward way. We had…
Maggie J.
Maggie J.
The team at Insogna did a great job with our business and personal tax returns. They identified ways to reduce our taxes by thousands of dollars below what…
Dustin L.
Dustin L.
Ami helped me prepare my taxes for the past few years (including a real estate investment property and capital gains) and I’ve appreciated her patience…
Megan M.
Megan M.
I had the pleasure of working with Chase/Adam/Abby after being referred to them by another CPA who didn’t quite specialize in what I need (already a good…
Bill P.
Bill P.
Chase Insogna and his team of accountants and bookkeepers are on top of it. I have a software technology services as well as a product company and…
Boris P.
Boris P.
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