Your Trusted
Insurance Partner
We offer risk advisory and insurance brokerage services to business owners, professionals, and families. We work in concert with your team of finance and legal advisors to provide comprehensive solutions tailored to your needs.
As a boutique firm, we offer personalized guidance and service to our clients. Our professionals help our clients navigate changing insurance markets and increasingly complex risks, so that our clients can ensure their long-term financial security and that of their families.
Individuals & Families
Collaboration with your team of trusted finance and legal advisors.
Personalized and proactive service model.
Insurance products tailored to protect your lifestyle and what matters most.
Our Services
Businesses & Professionals
Ongoing risk management & insurance services to support your business.
Proactive service model throughout the year.
Insurance products customized to your business, including professional and executive liability solutions.
Charitable Organizations
We serve as a trusted, independent advisor to your charitable organization.
Typically we work with charities controlled by our family and business clients.
Insurance products aligned to your organization’s mission, including Non-Profit Directors & Officers and Cyber Insurance solutions.