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ClaimAlign your financial decisions with your values
The story behind our firm is tied closely to that of our founding partner, Bryan Hanning. Bryan switched careers to financial services in 1991 and decided to focus his budding practice on the challenges facing family businesses. What started out as an interest, soon developed into a passion and then into a specialty. In the process, the Kansas Family Business Forum was born: an organization that continues to serve many businesses in the area with educational events and programming.
Insight Wealth Strategies, LLC (IWS) was formally created in 2000, in an effort to bring risk management, tax efficient, and estate planning strategies to individuals and families. With all the resources of a traditional practice, we break the mold of the product-focused firm, and instead connect our clients with knowledge and expertise beyond our own. Through strategic alliances with Allen, Gibbs, and Houlik CPAs and Advisors, and AGH Wealth Management, and other third party advisors (including your own), we can help complete your full financial picture.*
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Wichita, KS
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Year founded
Founded 2000
1 Locations
- Wichita , KS
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