We build strong relationships with clients by building trust through open and honest communication. As an advocate we maintain strict confidentiality concerning all of your personal and financial matters. We offer personal annual reviews, periodic stewardship and educational seminars.so that you are properly informed to make the best possible insurance choices.

We partner with companies which specialize in catering to high net worth individuals such as Chubb, Chartis (formerly AIG Private Client Group) and PURE (Privilege Underwriters Reciprocal Exchange). We partner with them because they share our philosopy in offering a customized, comprehensive approach to managing life’s risks. We also have access to the additional personal insurance markets such as Auto-Owners, Safeco, Traveler’s, Progressive, American Strategic, St. Johns, RLI, etc. We also have strong relationships with wholesale brokers to access Fireman’s Fund, ACE and excess and surplus lines carriers such as Lexington, Iron Shore, Beazley, Scottsdale and Lloyd’s of London. Our network allows us to craft an insurance program that provides high value insurance products and services which are flexible enough to meet the unique assets, complex needs and lifestyles of high net worth clients.