We are honored to announce that Peter Glassman, CFP? and Colin W Kimpel, CFP? of Wealth Insight Partners have once again been recognized among Washingtonian’s Top Financial Advisers—marking their seventh year receiving this esteemed honor!
关于我们
We remove financial stress for our clients through a holistic, team-based approach to financial planning and advice. By knowing every aspect of a client’s financial world, asking the right questions, and understanding client needs, we have the ability to bring clarity to clients and ensure their most important financial concerns are being addressed.
- 网站
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https://www.wealthinsightpartners.com
Wealth Insight Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bethesda，Maryland
- 类型
- 合营企业
- 创立
- 2019
地点
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主要
获取路线
4800 Hampden Ln
200
US，Maryland，Bethesda，20814
Wealth Insight Partners员工
动态
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We are excited to announce that Peter Glassman, CFP?, and Colin W Kimpel, CFP?, of Wealth Insight Partners have again been recognized as Bethesda Magazine's Top Financial Professionals! We are honored by this recognition and grateful for the meaningful relationships we’ve built with clients locally, as well as nationwide. Thank you to Bethesda Magazine and our peers for this acknowledgment!
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On Thursday we celebrated five years since launching Wealth Insight Partners, and we did it the best way we know how — an awesome party with our friends and clients! Willie Nile and his band brought down the house and it was great to spend time with the people who have trusted us along the way. A huge thank you to our team and everyone who’s been part of this journey. Congrats Colin W Kimpel, CFP? and Peter Glassman, CFP?! Cheers to a rockin' five years and many more!
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This past Wednesday, Wealth Insight Partners hosted another Speaker Series event with the theme "Content for the Curious...Traveler." Dan Masur and Sherry Rhodes shared their humbling experiences from the Civil Rights Legacy Tour and "Dual Narrative" trip to Northern Ireland. Olivia Millard Davis offered practical tips on planning family-friendly trips to Sweden, Denmark, and other European countries. Lastly, a retired lawyer and adventure-traveler inspired us with stories from Antarctica and Uganda to Indonesia and Egypt...ending on the silk road in China. We are thankful to our presenters and all that joined us in sharing their experiences!
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