Family Office
Insight Strategic Wealth (ISW)
Insight Strategic Wealth is an investment management firm founded in 2008 and headquartered in Knoxville, Tennessee.As of December 31, 2025, the firm managed $400m in assets on a discretionary basis and $1m on a non-discretionary basis.
Assets Under Management
$250M-$1B
Headquarters
Knoxville, Tennessee
Decision-makers
Pat Taylor
Founder, Managing Partner & Wealth Advisor
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