Legacy Asset Management

Insight Wealth Strategies, LLC is a comprehensive financial planning firm with an office in Houston, as well as San Ramon, Livermore, and Point Richmond, California locations. We help clients from all walks of life reach their financial goals by providing strategic, effective, and personalized financial and retirement planning, investment management, estate planning and business owner planning. Providing our clients' a superior level of financial services, while always acting in their best interest are our primary goals at Insight Wealth Strategies.

Set Solutions, based in Houston, TX, has recently been acquired by Trace3, a leading technology consultancy specializing in IT strategy and services for top companies. This acquisition will enhance Set Solutions' cybersecurity consulting and procurement solutions, solidifying their position as a national leader in advanced cybersecurity services. With a focus on empowering organizations to navigate the ever-changing IT landscape, Set Solutions, now part of Trace3, offers a range of services to help businesses optimize their core IT services, add agility to their operations, and gain a competitive edge through innovation. Their expertise in cybersecurity and technology consulting positions them as a valuable partner for companies looking to enhance their IT infrastructure and drive business growth.Generated from the website

Blue Cross Blue Shield of Houston, TX, is dedicated to providing accessible and affordable healthcare insurance solutions for individuals, families, and businesses. They focus on enhancing the healthcare experience through various plans tailored to meet diverse health and lifestyle needs. Committed to addressing the healthcare landscape, Blue Cross Blue Shield emphasizes affordability and patient savings while actively working on initiatives, such as youth mental health support. Their mission encompasses a community-driven approach to enhance care while managing costs effectively. Generated from the website