Private Client Insurance


About Us

Our Private Client team specializes in understanding the unique personal insurance needs of affluent and high-net-worth individuals and their families. Our approach is comprehensive and professional, with a focus on protecting your wealth. In the event of a claim, our in-house Private Client claims advocate will work with you and the insurance company.

Our size affords us the unique opportunity of forging partnerships with all insurance carriers specializing in this market. This gives us the opportunity to provide you with an array of options and competitive solutions.

We offer insurance for your primary residences, vacation homes, income properties, coastal properties, valuables, valuable collections and much more. 

What You Can Expect

The personalized touch of a small agency with large-agency opportunities:

  • Local, national and international risk protection
  • A live person to answer our dedicated Private Client phone number 
  • A small team with an average of more than 15 years of experience 
  • Prompt responses and resolutions
  • Creative thinking and solutions
  • An invitation for an annual review of your insurance

Value-Added Services 

Complimentary or discounted services many of our clients have access to through our carriers:

  • Background investigations of domestic employees or contractors
  • Video home inventory
  • Travel assistance
  • Wildfire defense
  • Hurricane protection
  • Fine art coverage
  • Collection management 
  • Historic restoration/preservation
  • Identity theft resources
  • Family protection

To reach a member of our Private Client team, please call 800-830-3902.