Disclosures

Financial Insights, Inc. is an investment advisor with its principal place of business located in Tacoma, Washington. Click HERE to read the Financial Insights Wealth Management form ADV Part 2A.

Financial Insights Wealth Management has been registered with the SEC since 1983. Registration with the Securities and Exchange Commission (SEC) does not suggest any approval or endorsement by the SEC. Registration as an investment advisor does not imply a certain level of skill or training.

Additional information about Financial Insights, Inc. also is available on the SEC’s website at 
www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Our firm’s CRD number is 108797.

Certain portions of this website, including our newsletters, blogs and articles may contain the personal opinions, viewpoints and analyses of the Financial Insights Wealth Management employees providing such comments, and should not be regarded as a description of advisory services provided by Financial Insights Wealth Management or performance returns of any Financial Insights Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Financial Insights Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary.

Best of the South Sound Award

The Best of the South Sound Awards are determined by voting from readership in the South Puget Sound and tallied by Moss Adams Accounting Firm. 

Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.

The “Best of the South Sound” Award is presented annually by South of the Sound Magazine and results are calculated by Moss Adams. The rating is determined by votes from the magazine’s readership.

As “Best of the South Sound” Financial Advisor, this award does not imply expertise or particular skill in providing advisory services. Rather, it indicates that Financial Insights Wealth Management received the most votes during the voting period. During the voting period, several local Financial Advisors were considered for this award, with only one being named the “Best of the South Sound.” No candidates paid a fee to be considered for the “Best of the South Sound” Award.

This award is not indicative of the advisor’s future performance. To learn more about Financial Insights Wealth Management, you may request Form ADV. This document details more information about the firm, including disciplinary disclosures and financial advisor profiles. The Form ADV can be requested at any time, without charge, by contacting Alexandria A. Kemp, CEO & CCO, at (253) 627-6010 or ali@financialinsights.com.