Why Insight Wealth Management?
One of the things that sets us apart from the rest, is our dedication to you. That may sound simple, but we strive to transform the success you’ve had into attaining your dreams and goals. By following a fiduciary standard of care, our focus is on you and your plan, not products.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
As a Certified Family Business Specialist, we have extensive training and education in the intricacies of a closely-held business and strategies for succession planning.
Meet Derek
Meet DerekAs a North Dakota native and lifelong resident, Derek has a day-to-day understanding of the region’s booming energy, agriculture and technology industries. He also greatly believes in partnering with other trusted professionals to greater serve his clients. This has led to an expanding national footprint of clientele. His involvement in the Big Brother Big Sister Program, Fargo Moorhead West Fargo Chamber, Downtown Referral Club and Williston Chamber of Commerce, help him stay close to the communities he serves....
