About Us

Who We Are

We are a sophisticated insurance brokerage. We help business owners, professionals, and families plan their legacy and pass on their wealth.

Our experts collaborate with clients and their advisors to work through important decisions, offer strategic advice, and develop targeted insurance solutions.

When you work with us, you get:

• Expertise from a top-tier national team of accountants, lawyers, and actuarial analysts
• Sophisticated modelling of optimal policy and financing options
• Exclusive access to a wide array of financing solutions
• Services focused on a lifetime of support

The bottom line?

We provide personalized solutions with a level of creativity, collaboration, and capabilities that others cannot match.

Life Insurance Solutions

We take a strategic advisory approach to life insurance for high net worth individuals. Working alongside clients’ advisors, our skilled team of professionals ensures the best solutions to achieve the estate, financial planning, and tax goals of our clients.

Life insurance is for life and we recognize our clients’ goals span generations. Our organization is dedicated and designed to provide service for life.