Private Client

Protecting our clients begins with personalized plans that provide peace of mind.

No two individuals are alike

We believe private client solutions are just as unique. Based on a variety of life circumstances, priorities, long-term goals and liability exposures, every client’s needs are one of a kind and require not only a customized solution, but a dedicated team to identify the best possible insurance program. Our goal is to protect you, your family, your assets and everything in between.

Personal Relationships

Yield Best Solutions We ensure you are maximizing your insurance dollars by providing the best combination of coverage and pricing. Cost is definitely part of the conversation, but it shouldn’t be the sole driving factor when selecting an insurance program.

We take a 360-degree look at your life to identify exposures that might threaten wealth or property, and provide effective solutions to minimize risk. From excess liability/umbrella policies to uninsured and underinsured motorist protection, we leave no stone unturned when it comes to examining where risks may lie.

Industry Leaders with Trusted Carrier Relationships

We protect our clients like we would our own families, which is why our team has worked hard to establish long-standing, trusted relationships with industry-leading insurance carriers specializing in the needs of affluent individuals. While your premium is payable to the carrier, our services are at no cost to you. Our longstanding relationships with regional and national carriers give us the flexibility and negotiating power to offer programs that best fit the needs of our clients.

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