No matter the client’s need, no matter what the industry trends may be, and no matter what is happening in the world, we operate under a set of PRINCIPLES that is the same for every client.
Whether they're the people on our team, our extended network of partners, or who we utilize to help our clients – PEOPLE are instrumental in making the relationship work.
Our Four Pillars: People
Meet Our Team
Our practice’s straightforward PROCESSES – managing portfolios, bringing on new clients, conducting meetings, etc. – allows us to deliver a consistent client experience that our clients rely on.
Our Four Pillars: Process
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We believe, however, that when we have the right PEOPLE, execute PROCESSES properly, and are guided by our fundamental PRINCIPLES, we will deliver PERFORMANCE.
Our Four Pillars: Performance
View Our PortfoliosAwards
For 2026 the Insight Wealth Management Group of Wells Fargo Advisors is proud to be named
2026 Forbes Best-in-State Wealth Management Teams1
For 2019 and 2020, Rick Salus is proud to be named
Forbes Best-in-State Wealth Advisors2
They believe these awards reflect their commitment to help clients reach their goals.
1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. View additional disclosures
2 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. View additional disclosures