Delivering insightful advice Building on a foundation of trust

Insight Wealth Management Group Jeffrey G. Affeldt, Daniel F. Miles, James Andrew Calabrese, Robert James Morin, Brandon Spaulding Affeldt, Josephine S. Strain, Tawana Anderson

Insight Wealth Management Group






One Monarch Place
Suite 1400
Springfield, MA 01144

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.


Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts