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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 1pm

Financial Insights Wealth Management

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Tacoma, WA
Financial Insights Wealth Management

Financial Insights Wealth Management is a high net worth wealth management firm. Financial Insights, Inc. is a Registered Investment Adviser.

Financial Insights is a high net worth wealth management firm specializing in customized retirement planning and investment management. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Financial Insights, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of futu

re returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Financial Insights, Inc. unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

04/29/2026

Draft day is a reminder that great outcomes rarely happen by chance.

Success comes from preparation, smart decision-making, and keeping the long game in focus.

At Financial Insights Wealth Management, those same principles guide how we help clients build, protect, and grow their financial future.

Because whether you’re building a team or a legacy, every pick matters.

04/13/2026

Last Thursday night, we had the honor of celebrating our very own Jordan Ford, a South Sound Business 2026 40 Under 40 honoree! 🥂

We are incredibly proud of her hard work, dedication, and the positive impact she continues to make in our community. Her influence can be felt throughout Tacoma, and it showed during this special evening 💚

Congratulations, Jordan! We are so grateful that the South Sound recognizes the inspiration you are. 🎉

📸: MadCap Marketing

04/02/2026

In observance of Good Friday, U.S. financial markets will be closed on Friday, April 3, 2026.

Financial Insights will remain open until 1:00pm.

03/11/2026

🎉 Today we’re celebrating Melissa’s Birthday! 🎂 We’re so lucky to have you as part of our team. Your positivity and dedication make a difference every day! Wishing you a year ahead filled with happiness, success, lots of laughter, and everything your heart desires. Cheers to you, Melissa! 🥳

02/14/2026

🎉 Join Financial Insights Wealth Management for a complimentary Wisdom & Wealth educational webinar as we break down key retirement and tax planning changes coming in 2026. Learn what’s changing, where new opportunities may exist, and how to position your financial plan with confidence. Presented by Alan Hensley, CFP®.

02/13/2026

“Efforts and courage are not enough without purpose and direction.” - John F. Kennedy

In observance of Presidents' Day, U.S. stock markets will be closed on Monday, February 16, 2026. Financial Insights will be closed on Monday, February 16, and will reopen the following business day.

02/06/2026

Blue Friday hits different on Super Bowl weekend 💙💚

Our team is heading into the weekend repping blue and green and cheering the Hawks on loud and proud! 🏈🔥 Seattle has had an incredible season, and we couldn’t be more proud to stand behind our hometown team!

Whether you’re watching the big game with friends, family, or fellow 12s, we’re celebrating the heart, hustle, and community that make Seattle special.

👉 Drop a 💙💚 in the comments if you’re rocking Seahawks gear today
👉 And don’t forget to tag us in your Blue Friday looks!

Go Hawks! 🦅🏆

02/05/2026

🏈The big game is this weekend, and we want to know where you’ll be watching!

Whether it’s at home with friends, or catching all the action at a watch party, drop a comment and tell us your plans!⬇️

Here are Financial Insights Wealth Management, we’ll be cheering on the Hawks as Seattle Seahawks Small Business Partners. 💚💙

📣Let’s hear where you’ll be watching the Seahawks take on the Patriots in this Sunday!

01/23/2026

🏈 NFC Championship weekend is here and the excitement is real.

All of us at Financial Insights Wealth Management are fired up to watch the Seahawks take the field on one of the biggest stages in football. Big moments like this are built on preparation, trust, and teamwork - values we believe in every day when serving our clients.

Can’t wait for kickoff.

Go Hawks! 💙💚

01/19/2026

Dr. King, a man who dedicated his life to service and love.

Our firm is deeply rooted in giving back to our community through funding, time, advocacy, and support. Today we honor his legacy by living a life of service.

May his work continue to shape the generations of our future!

In honor of MLK Day, our office will be closed on Monday, January 19th. We will return to normal business hours on Tuesday, January 20th.

Address

1551 Broadway, Floor 6
Tacoma, WA
98402

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 1pm

Telephone

+12536276010

Website

http://www.financialinsights.com/

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