Advisor Details

Advisor Details

Financial Advisor in Houston, TX

Personal Bio

Aaron Karas is a comprehensive, fee-only financial planner who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth.

In his practice, Aaron focuses on his clients’ aspirations and uses his unique insight to create a financial plan and brings his passion for excellence in helping his clients achieve their goals. He works closely with his clients’ attorneys, CPAs, and other advisors, integrating their efforts to effectively help his clients implement the recommended strategies to guide them toward their financial goals; Aaron provides a great deal of personal attention to help adapt their plan to fit their current circumstances.

Prior to joining the Insight team, Aaron was an advisor/financial planner at Wells Fargo. Before that, he was a licensed private banker at JP Morgan Chase where he assisted clients with their investments, both commercial & personal.

Aaron achieved his Bachelor of Arts degree from Baylor University and was a letterman of the football team. At Baylor, he cultivated his passion for helping others achieve their goals. He is a proud husband and father and lives in The Woodlands, TX where he was raised.

Firm Name

Insight Wealth Strategies, LLC

Firm Bio

We are a team of fiduciaries – we serve you and your best interest; by understanding your unique objectives and concerns, we help you achieve your financial goals. Our planners will analyze your particular situation and offer recommendations that best suit you. We will also help you implement your financial plan and periodically review it as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect, and transfer wealth.

Since 2002, Insight Wealth Strategies has gained invaluable experience and fine-tuned our technique. Our financial planning process provides comprehensive cross-disciplinary advice, precise execution and high quality personalized service.

Firm SEC/CRD #

801-112986

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NASAA

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Advisor SEC/CRD #

5302655

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    Disclaimer

    Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Insight Wealth Strategies, LLC), or any non-investment related content, made reference to, directly or indirectly, in the newsletter/blog/article content will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in a newsletter/blog/article serves as the receipt of, or as a substitute for, personalized investment advice from IWS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. IWS is neither a law firm nor a certified public accounting firm and no portion of the newsletter/blog/article content should be construed as legal or accounting advice. If you are an IWS client, please remember to contact IWS if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the IWS’ current written disclosure statement discussing our advisory services and fees is available upon request. 

Contact:

1800 West Loop South
Houston, TX 77027

aaron@insight2wealth.com

(713) 589-2430

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