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Insight Wealth

(816) 287-9456
207B SW Jefferson, Lee's Summit, Missouri, 64063

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday -
Sunday -

About us

Insight Wealth, LLC is an independent team of Eversource Wealth Advisors, LLC, a registered investment advisor. We assist couples and individuals to develop retirement planning strategies. Led by Samantha Compton, our process emphasizes education and communication, particularly for those approaching or in retirement. We utilize a comprehensive framework addressing income planning, investment considerations, tax planning, insurance, estate planning, and other financial areas—working with your tax and legal advisors as appropriate. We serve clients preparing for retirement in the next 10 years, recently retired, or experiencing overall life transitions, providing guidance to help you pursue your financial goals.

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