A Proud Tradition Built on Trust and Protection
In an industry where “quick fixes” have become all too commonplace our Trusted Advisors take the time to get to know you and understand what is most important in your life. Through our Wealth Protection Process we will listen, educate, and analyze the exposures that you and your family may face every day and then offer a customized insurance solution unique to you; that will protect your family’s assets and lifestyle. Not only does our firm enjoy global insurance capabilities, we have been a fabric of the local community since 1879. Our Private Client Group takes pride in providing an extraordinary level of concierge services while believing protecting your own corner of the world is worth more than a 15 minute conversation.
A single insurance carrier may not provide all of the policy types that you need. We represent many of the industry’s leading carriers and our team of professionals can design a comprehensive insurance program tailored to your family’s specific needs.
- Excess Liability/Umbrella
- Jewelry & Fine Arts Collections
- Investment Properties
Whether you’re planning a dream wedding, family vacation, renovating your home or starting a new collection, we can help protect you and the investment you are making.
- Weddings/Social Events
- Travel Insurance
- Directors & Officers
- Domestic Employees
Personal Estate Planning
If you have dependents, it’s important to map out your financial plan with an agent you can trust. We will work with you to find the most suitable plan to fulfill promises and obligations to the people you care about most. Find out how to protect yourself and your family in the event of an accident or long-term health issues.
Our service offerings include:
- Mortgage Protection
- College Education
- Salary Continuation
- Estate Planning