Community and Impact

As proud residents of Washington State and the greater Tacoma area, we are deeply committed to strengthening the community we call home. Giving back is not an initiative – it’s a core part of who we are.

Since the founding of Financial Insights Wealth Management, our philosophy has been rooted in service. We believe meaningful impact comes from both action and investment, which is why our commitment includes not only financial support, but also the time, energy, and expertise of our team.

Through financial education initiatives such as Wisdom & Wealth, sponsorship of local nonprofit events, and hands-on community involvement, our employees actively support organizations that matter most to our region. Many team members serve on boards and advisory committees for local foundations, community colleges, and charities, while others give back as youth athletic coaches and mentors.

Together, we are proud to contribute to a stronger, more vibrant community – today and for generations to come.

Financial Insights Wealth Management is also proud to support our community by:

• Aiming to donate 10% of our annual revenue to the community through our Financial Insights Charitable Fund, and/or gifts and non-profit organization sponsorships
• Providing 12 hours of volunteer hours per employee as paid time off
• Allowing staff to donate $200 in their name from our business to their favorite charity annually
• Paying staff a bonus for riding their bike to work

To further give back to our hard-working employees, we have a no sales/no commission revenue structure for our staff where we give back 20% of the revenue annually to our staff members.

Financial Insights Wealth Management and our employees continue to support and make an impact on the following organizations: