Family Office
Insight Wealth Strategies (IWS)
Insight Wealth Strategies, founded in 2002 by David Chazin, is an investment advisory firm headquartered in San Ramon, California.As of January, 1 2026, the firm managed $1.1bn in regulatory assets under management on a discretionary basis.
Decision-makers
Michael Agorastos
Investment Strategist, Financial Advisor & Market Strategist
Chad G. Seegers
Investment Strategist, Managing Partner & Financial Advisor
Cole Durkin
Portfolio Manager
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