Private Client Services

One size does not fit all. If you have substantial assets to protect, you need coverage that goes beyond what you’ll find in mass-marketed policies.

Our private client group services minimize the risks your assets are exposed to by building a comprehensive insurance and risk management portfolio customized to your personal needs. The portfolio approach reduces coverage gaps and duplications that can occur with a collection of standard policies.

Our team of experienced insurance professionals partner with the best carriers in the industry to help you navigate through various coverage options, limitations, and exclusions—enabling you to make the right decisions when it comes to protecting your personal assets.

We can assist you with many lines of coverage, including:

  • Homeowners – Primary and Secondary Properties
  • Automobile
  • Valuable Items
  • Individual Life Insurance
  • Watercraft/Yacht
  • Recreational Vehicles
  • Aircraft
  • Builders Risk
  • Excess Liability/Umbrella Coverage
  • Kidnap and Ransom Coverage
  • Employment Practices Liability
  • Flood/Excess Flood
  • Identity Theft Protection
  • Individual Medical Insurance
  • Travel Insurance
  • Full Replacement Cost Coverage with a Cash Settlement Option
  • Rebuilding to Code
  • Mechanical Equipment Breakdown Coverage
  • Disappearing Deductibles
  • Water Backup from Sewer and Drains
  • Credit/Bank Card Coverage
  • Personal Injury Protection