Advising Our High Net Worth Clients

All of our agents are well-trained to recognize the unique needs of our high net worth clients, including multiple property portfolios, historic homes, waterfront properties, and beach homes. As your insurance advisor, we have access to the best markets in our region (like AIG, Chubb, and PURE). Each year, your annual reviews will be relationship-driven, comprehensive, and professionally tailored to leverage insurance as cost effective tool to strengthen your personal risk management portfolio.

In addition to insuring historic preservations, art collections, commissioned jewelry designs, and yachts, we provide many other coverage options for high value assets.

Schedule an insurance review today!